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Fundz
Benefits Intelligence/Broker Directory/North Carolina

Strategic Retire Administration LLC

Greensboro, NC

Strategic Retire Administration LLC of Greensboro, NC is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$12,525

Quick answer

Strategic Retire Administration LLC (Greensboro, NC) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Strategic Retire Administration LLC have?
Strategic Retire Administration LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Strategic Retire Administration LLC's largest employer clients?
By plan participants, the largest include Samet Corporation (513 participants), Caldwell Hospice And Palliative Care, Inc. (242 participants) and Vertical Supply Group, Inc. (239 participants).
Where is Strategic Retire Administration LLC located?
Strategic Retire Administration LLC is based in Greensboro, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Strategic Retire Administration LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Samet CorporationNC5132025-12-31
Caldwell Hospice And Palliative Care, Inc.NC2422025-12-31
Vertical Supply Group, Inc.NC2392025-12-31

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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.