Retirement Strategies Group, LLC
New Orleans, LA
Retirement Strategies Group, LLC of New Orleans, LA is the broker of record on 11 Form 5500 Schedule A filings covering 6 employer benefit plans, with $0 in reported broker commissions (plan year 2025).
Quick answer
Retirement Strategies Group, LLC (New Orleans, LA) is the broker of record for 6 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Retirement Strategies Group, LLC have?
- Retirement Strategies Group, LLC is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
- Who are Retirement Strategies Group, LLC's largest employer clients?
- By plan participants, the largest include Gerry Lane Enterprises, Inc. Dba. Gerry Lane Chevrolet (258 participants) and Baton Rouge Country Club, Inc. (165 participants).
- Where is Retirement Strategies Group, LLC located?
- Retirement Strategies Group, LLC is based in New Orleans, LA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Retirement Strategies Group, 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 |
|---|---|---|---|
| Gerry Lane Enterprises, Inc. Dba. Gerry Lane Chevrolet | LA | 258 | 2025-12-31 |
| Baton Rouge Country Club, Inc. | LA | 165 | 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.