Plans listing this provider
48
0.09% of the 56,420 plans with Schedule H financials; 63 in 2023
Providers › The Retirement Advantage, Inc.
The Retirement Advantage, Inc.
- Service provider, as named on Schedule C
- EIN 391816008
- Plan year 2024
- Direct compensation reported $417,094
Assets of those plans
$891,248,538
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
17
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$417,094
85% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 17 |
| 99 | Other fees | 17 |
| 49 | Other services | 16 |
| 13 | Contract administrator | 16 |
| 37 | Participant loan processing | 13 |
| 64 | Recordkeeping fees | 12 |
| 50 | Direct payment from the plan | 11 |
| 14 | Plan administrator | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust | Patterson & Dewar Engineers | $94,541,757 | 358 | $13,466 |
| ABO 401(k) Planrecordkeeper | America's Back Office | $80,263,468 | 2,528 | $96,837 |
| Wfra, Inc. Multiple Employer Retirement Planrecordkeeper | Wisconsin Fuel & Retail Association | $51,337,646 | 752 | $1,950 |
| Martin Engineering Company 401(k) Profit Sharing Plan | Martin Engineering | $45,497,099 | 271 | $125 |
| System High Corp. 401(k) Retirement Plan | System High | $44,795,846 | 816 | $0 |
| Kollective Management Services, LLC 401(k) Plan | Kollective Management Services | $34,479,062 | 594 | $0 |
| Warrior Invictus Holding Company Inc 401(k) Profit Sharing Plan | Warrior Invictus Holding | $30,251,498 | 560 | $26,550 |
| Ansay & Associates, LLC 401(k) Plan | Ansay & Associates | $30,119,513 | 331 | $125 |
| 365 Retail Markets, LLC 401(k) Plan | 365 Retail Markets | $28,646,586 | 617 | $125 |
| Florstar Sales, Inc. Retirement and Incentive Plan | Florstar Sales | $25,628,484 | 124 | $0 |
| Great Lakes Veneer, Inc. Savings and Retirement Plan | Great Lakes Veneer | $22,615,125 | 152 | $0 |
| Herker Industries, Inc. 401(k) Profit Sharing Plan | Multi-fab Products - Nova Technology | $22,546,498 | 230 | $7,596 |
| Helgesen Industries, Inc. Profit Sharing 401(k) Plan | Helgesen Industries | $22,063,237 | 255 | $12,038 |
| GAP Solutions, Inc. 401(k) Profit Sharing Plan & Trustrecordkeeper | GAP Solutions | $21,867,469 | 703 | $22,394 |
| The Elkin Company & Affiliates Profit Sharing Plan | Elkin | $21,709,599 | 241 | $0 |
| Century Fire Protection 401(k) Plan | Century Fire Protection | $20,988,448 | 754 | $9,818 |
| Heligroup Holdings, Inc. 401(k) Plan | Heligroup Holdings | $19,889,410 | 299 | $6,875 |
| Weifield Group 401(k) Retirement Planrecordkeeper | Weifield Group Holdings | $18,612,254 | 438 | $27,162 |
| Neighborhood Health Center 401(k) Plan | Neighborhood Health Center | $17,492,864 | 311 | $0 |
| Industrial Hard Chrome, Ltd. 401(k) Retirement Plan and Trust | Industrial Hard Chrome | $16,154,705 | 152 | $3,625 |
| Waterstone Bank SSB 401(k) Plan | Waterstone Bank SSB | $15,669,398 | 267 | $8,323 |
| Christian Brothers Automotive 401(k) Planrecordkeeper | Christian Brothers Automotive | $15,324,797 | 194 | $1,999 |
| Ainsworth Game Technology Inc. Retirement Plan & Trust | Ainsworth Gaming Technology | $14,687,335 | 206 | $1,000 |
| Davis & Towle Group, Inc. 401(k) Plan & Trust | Davis & Towle Group | $14,199,295 | 133 | $2,115 |
| Catchpoint Systems, Inc. 401(k) Plan | Catchpoint Systems | $14,120,622 | 164 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.