Retirement Strategies LLC
Little Chute, WI
Retirement Strategies LLC of Little Chute, WI is the broker of record on 18 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Retirement Strategies LLC (Little Chute, WI) is the broker of record for 12 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Retirement Strategies LLC have?
- Retirement Strategies LLC is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 2 states.
- Who are Retirement Strategies LLC's largest employer clients?
- By plan participants, the largest include Wendricks Truss, Inc. (140 participants).
- Where is Retirement Strategies LLC located?
- Retirement Strategies LLC is based in Little Chute, WI and has employer clients in 2 states.
- How does Retirement Strategies LLC rank among benefits brokers in Wisconsin?
- Retirement Strategies LLC ranks #43 by employer clients among the 50 most active benefits brokers based in Wisconsin.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Retirement Strategies LLC 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 |
|---|---|---|---|
| Wendricks Truss, Inc. | MI | 140 | 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.