The Retirement Advantage Inc
Appleton, WI
The Retirement Advantage Inc of Appleton, WI is the broker of record on 93 Form 5500 Schedule A filings covering 85 employer benefit plans across 26 states, with $21,144 in reported broker commissions (plan year 2025).
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 | 1,998 | 2024-12-31 |
| Buona Beef, LLC | IL | 1,194 | 2024-12-31 |
| Century Fire Protection, LLC | GA | 961 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Wisconsin
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.