Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
The Retirement Advantage Inc.
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 108 retirement plans with 100 or more participants reported paying The Retirement Advantage Inc. $5,000 or more. Those plans cover 49,161 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $1.1M. Per plan, the median was $23.17 per participant, with the middle half of plans between $11.84 and $42.28. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Wisconsin (17), Illinois (14) and Texas (8).
In 2009 it appeared on 17 such filings; in 2024, 108. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $11.84 | $23.17 | $42.28 |
| Compensation as a share of plan net assets | 0.04% | 0.08% | 0.13% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Abo 401(k) Plan | America's Back Office, Inc. | MI | 5,547 | $80.2M | $97K |
| Nrsi 401(k) Plan | Nevada Restaurant Services, Inc. DBA Dotty's | NV | 2,110 | $10.1M | $8,663 |
| H. W. Kaufman Financial Group Retirement Savings Plan | H.W. Kaufman Financial Group | MI | 1,879 | $155M | $515 |
| Insight Service Group Inc. 401(k) Plan | Insight Service Group Inc. | MA | 1,852 | $14.9M | $59K |
| Buona Beef Profit Sharing & 401(k) Plan and Trust | Buona Beef, LLC | IL | 1,254 | $10.4M | $5,713 |
| Marshall Retail Group 401(k) Retirement Plan | The Marshall Retail Group, LLC | NV | 1,243 | $10.8M | $17K |
| American Medical Staffing 401(k) Plan | American Medical Staffing, Inc. | MD | 1,159 | $13.8M | $13K |
| Wfra, Inc. Multiple Employer Retirement Plan | Wisconsin Fuel & Retail Association, Inc. | WI | 1,131 | $51.3M | $1,950 |
| Century Fire Protection 401(k) Plan | Century Fire Protection, LLC | GA | 1,021 | $21.0M | $9,944 |
| Gap Solutions, Inc. 401(k) Profit Sharing Plan & Trust | Gap Solutions, Inc. | VA | 1,015 | $21.9M | $23K |
| B&R Global Services LLC 401(k) Plan | B&R Global Services LLC | NV | 1,005 | $10.5M | $3,558 |
| Strategic Technology Institute, Inc. Retirement Plan | Strategic Technology Institute, Inc. | MD | 916 | $12.2M | $13K |
| Argonaut Food Partners, LLC Retirement Plan | Argonaut Food Partners, LLC | OR | 915 | $4.5M | $24K |
| Soil Nail Holdings 401(k) Plan | Geostabilization International | CO | 875 | $37.9M | $37K |
| Weifield Group 401(k) Retirement Plan | Weifield Group Holdings, LLC | CO | 872 | $18.6M | $27K |
| System High Corp. 401(k) Retirement Plan | System High Corporation | VA | 835 | $44.8M | $9,486 |
| Whoop 401(k) Plan | Whoop Inc. | MA | 698 | $18.5M | $7,295 |
| Tico 401(k) Retirement Savings Plan | Terminal Investment Corporation | GA | 696 | $10.6M | $4,547 |
| Kollective Management Services, LLC 401(k) Plan | Kollective Management Services, LLC | NJ | 694 | $34.5M | $15K |
| New Georgia Project Action Fund 401(k) Profit Sharing Plan and Trust | New Georgia Project Action Fund | GA | 682 | $681K | $4,129 |
| The Elkin Company & Affiliates Profit Sharing Plan | The Elkin Company, LLC | WI | 669 | $21.7M | $23K |
| 365 Retail Markets, LLC 401(k) Plan | 365 Retail Markets, LLC | MI | 632 | $28.6M | $9,072 |
| Warrior Invictus Holding Company Inc. 401(k) Profit Sharing Plan | Warrior Invictus Holding Company, Inc. | IL | 575 | $30.3M | $27K |
| Aunt Martha's Health and Wellness 403(b) Plan | Aunt Marthas Health and Wellness, Inc. | IL | 571 | $4.1M | $5,447 |
| Premier Medical Resources, LLC 401(k) Plan | Premier Medical Resources, LLC | TX | 549 | $4.2M | $13K |
| Gonsoulin 401(k) Plan | Lebeouf Bros. Towing, LLC | LA | 506 | $24.7M | $15K |
| Memorial Mri & Diagnostic, PLLC 401 (K) Plan | Memorial Mri & Diagnostic, PLLC | TX | 448 | $3.9M | $3,125 |
| Curalinc, LLC 401(k) Plan | Curalinc, LLC DBA Curalinc Healthcare | IL | 444 | $5.1M | $5,758 |
| QFS 401(k) Profit Sharing Plan | Quality Facility Solutions Corp. | NY | 438 | $6.3M | $13K |
| Borinquen Health Care Center, Inc. 401(k) Plan | Borinquen Health Care Center, Inc. | FL | 393 | $5.6M | $7,253 |
| Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust | Patterson & Dewar Engineers, Inc. | GA | 366 | $94.5M | $13K |
| St. Joseph's Rehabilitation Center Retirement Plan | St. Joseph's Rehabilitation Center | NY | 345 | $5.0M | $20K |
| Ansay & Associates, LLC 401(k) Plan | Ansay & Associates, LLC | WI | 344 | $30.1M | $14K |
| K Post Company 401(k) | K Post Company | TX | 343 | $9.0M | $12K |
| Outdoor Adventures, Inc. 401(k) Plan | Outdoor Adventures, Inc. | MI | 339 | $5.8M | $4,750 |
| Maxus Operations, LLC and Affiliates 401(k) Plan | Maxus Operations, LLC | WI | 336 | $2.8M | $1,285 |
| Industrial Air Flow Dynamics, Inc. 401(k) Plan | Industrial Air Flow Dynamics, Inc. | TX | 334 | $3.4M | $4,700 |
| Townsen 401(k) Plan | Southeast Texas Medical Ventures LLC DBA Townsen Memorial Hospital | TX | 333 | $3.2M | $13K |
| Heligroup Holdings, Inc. 401(k) Plan | Heligroup Holdings, Inc. | MI | 332 | $19.9M | $6,875 |
| Helgesen Industries, Inc. Profit Sharing 401(k) Plan | Helgesen Industries, LLC | WI | 332 | $22.1M | $12K |
Questions and answers
How many plans does The Retirement Advantage Inc. serve?
108 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay The Retirement Advantage Inc.?
The median plan reported $23.17 per participant in direct and indirect compensation (108 plans reporting an amount), or 0.08% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (55 plans), Other services (29 plans), Recordkeeping and information management (24 plans) and Participant loan processing (13 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.