Retirement Plan Solutions, Inc
Cary, NC
Retirement Plan Solutions, Inc of Cary, NC is the broker of record on 22 Form 5500 Schedule A filings covering 15 employer benefit plans across 4 states, with $19,169 in reported broker commissions (plan year 2025).
Quick answer
Retirement Plan Solutions, Inc (Cary, NC) is the broker of record for 15 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Retirement Plan Solutions, Inc have?
- Retirement Plan Solutions, Inc is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 4 states.
- Who are Retirement Plan Solutions, Inc's largest employer clients?
- By plan participants, the largest include Atlantic Constructors, Inc. (947 participants), Vierra Communities (568 participants) and P/W Central Business Office, Inc. (183 participants).
- How much does Retirement Plan Solutions, Inc earn in commissions?
- Insurers reported $19,169 in broker commissions and $148,384 in fees paid to Retirement Plan Solutions, Inc for plan year 2025, per Schedule A Part 1.
- Where is Retirement Plan Solutions, Inc located?
- Retirement Plan Solutions, Inc is based in Cary, NC and has employer clients in 4 states.
- How does Retirement Plan Solutions, Inc rank among benefits brokers in North Carolina?
- Retirement Plan Solutions, Inc ranks #36 by employer clients among the 50 most active benefits brokers based in North Carolina.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Retirement Plan Solutions, Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Atlantic Constructors, Inc. | VA | 947 | 2025-12-31 |
| Vierra Communities | VA | 568 | 2025-12-31 |
| P/W Central Business Office, Inc. | NC | 183 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.