The Retirement Advantage Inc
Appleton, WI
The Retirement Advantage Inc of Appleton, WI is the broker of record on 147 Form 5500 Schedule A filings covering 88 employer benefit plans across 26 states, with $30,791 in reported broker commissions (plan year 2025).
Quick answer
The Retirement Advantage Inc (Appleton, WI) is the broker of record for 88 employer benefit plan sponsors on 147 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Retirement Advantage Inc have?
- The Retirement Advantage Inc is named as broker on Form 5500 Schedule A filings for 88 distinct plan sponsors in 26 states.
- Who are The Retirement Advantage Inc's largest employer clients?
- By plan participants, the largest include Nevada Restaurant Services, Inc. Dba Dotty'S (2,039 participants), Yard-Nique, Inc. (1,047 participants) and Weifield Group Holdings, LLC (975 participants).
- How much does The Retirement Advantage Inc earn in commissions?
- Insurers reported $30,791 in broker commissions and $575,458 in fees paid to The Retirement Advantage Inc for plan year 2025, per Schedule A Part 1.
- Where is The Retirement Advantage Inc located?
- The Retirement Advantage Inc is based in Appleton, WI and has employer clients in 26 states.
- How does The Retirement Advantage Inc rank among benefits brokers in Wisconsin?
- The Retirement Advantage Inc ranks #5 by employer clients among the 50 most active benefits brokers based in Wisconsin.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Retirement Advantage 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 |
|---|---|---|---|
| Nevada Restaurant Services, Inc. Dba Dotty'S | NV | 2,039 | 2025-12-31 |
| Yard-Nique, Inc. | NC | 1,047 | 2025-12-31 |
| Weifield Group Holdings, LLC | CO | 975 | 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.