Retirement Planners & Administrator
Falls Church, VA
Retirement Planners & Administrator of Falls Church, VA is the broker of record on 32 Form 5500 Schedule A filings covering 17 employer benefit plans across 7 states, with $9,367 in reported broker commissions (plan year 2025).
Quick answer
Retirement Planners & Administrator (Falls Church, VA) is the broker of record for 17 employer benefit plan sponsors on 32 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Retirement Planners & Administrator have?
- Retirement Planners & Administrator is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 7 states.
- Who are Retirement Planners & Administrator's largest employer clients?
- By plan participants, the largest include Esp, Inc. (251 participants), Jim Coleman Toyota, Inc. (247 participants) and Midland Industrial Service, LLC (239 participants).
- How much does Retirement Planners & Administrator earn in commissions?
- Insurers reported $9,367 in broker commissions and $298,054 in fees paid to Retirement Planners & Administrator for plan year 2025, per Schedule A Part 1.
- Where is Retirement Planners & Administrator located?
- Retirement Planners & Administrator is based in Falls Church, VA and has employer clients in 7 states.
- How does Retirement Planners & Administrator rank among benefits brokers in Virginia?
- Retirement Planners & Administrator ranks #37 by employer clients among the 50 most active benefits brokers based in Virginia.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Retirement Planners & Administrator 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 |
|---|---|---|---|
| Esp, Inc. | FL | 251 | 2025-12-31 |
| Jim Coleman Toyota, Inc. | MD | 247 | 2025-06-30 |
| Midland Industrial Service, LLC | AR | 239 | 2025-12-31 |
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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.