Plans listing this provider
58
0.10% 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
- Plan year 2024
- Direct compensation reported $389,599
Assets of those plans
$750,250,465
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$389,599
86% 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 |
|---|---|---|
| 13 | Contract administrator | 38 |
| 15 | Recordkeeping and information management | 8 |
| 49 | Other services | 8 |
| 99 | Other fees | 3 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| H. W. Kaufman Financial Group Retirement Savings Plan | Kaufman H W Financial Group | $155,462,341 | 1,833 | $515 |
| Soil Nail Holdings 401(k) Plan | Geostabilization International | $37,866,417 | 792 | $36,966 |
| Grant Industries 401(k) Plan | Grant Industries | $35,541,537 | 209 | $0 |
| Barghausen Consulting Engineers, Inc. 401(k) Profit Sharing Plan & Trust | Barghausen Consulting Engineers | $34,768,042 | 314 | $0 |
| Malvern Preparatory School 403(b)(7) Plan | Malvern Preparatory School | $28,808,242 | 183 | $3,000 |
| Gonsoulin 401k Plan | Lebeouf Bros. Towing | $24,739,971 | 325 | $15,050 |
| Tersera Therapeutics 401(k) Plan | Tersera Therapeutics | $20,243,960 | 171 | $1,700 |
| Afiniti 401(k) Plan | Afiniti | $19,469,448 | 262 | $1,629 |
| NMP Engineering Consultants, Inc. 401(k) Retirement Plan | NMP Engineering Consultants | $19,424,468 | 151 | $5,875 |
| Whoop 401(k) Plan | Whoop | $18,539,692 | 483 | $0 |
| Longfellow Real Estate Partners, LLC 401(k) Plan | Longfellow Real Estate Partners | $16,772,453 | 246 | $1,000 |
| Pflow Industries, Inc. 401(k) Plan | Pflow Industries | $16,248,211 | 238 | $1,700 |
| Adirondack Bank 401(k) Plan | Adirondack Bank | $16,018,428 | 247 | $4,750 |
| Insight Service Group Inc 401(k) Plan | Insight Service Group | $14,943,536 | 1,705 | $58,610 |
| K-W Electric 401(k)/retirement Planrecordkeeper | K-W Electric | $14,201,015 | 127 | $4,420 |
| American Medical Staffing 401(k) Plan | American Medical Staffing | $13,821,739 | 1,011 | $12,250 |
| Kleen-rite Corporation 401(k) Plan | Kleen-rite | $13,562,406 | 238 | $4,231 |
| Draftpros 401(k) Plan | Draftpros | $13,453,400 | 191 | $4,250 |
| United States Anti-doping Agency 401(k) Plan | United States Anti-doping Agency | $12,194,926 | 142 | $3,974 |
| Andrew Automotive Group 401(k) Plan | Andrew Chevrolet | $11,974,628 | 193 | $0 |
| Avant Communications LLC 401(k) Planrecordkeeper | Avant Communications | $11,337,169 | 166 | $3,326 |
| Catalyst Construction 401(k) Plan | Catcon Inc. DBA Catalyst Construction | $11,312,312 | 128 | $1,375 |
| TICO 401(k) Retirement Savings Plan | Terminal Investment | $10,630,828 | 670 | $0 |
| Buona Beef Profit Sharing & 401(k) Plan and Trustrecordkeeper | Buona Beef | $10,359,485 | 208 | $5,713 |
| Heartland Produce Co. 401(k) Plan | Heartland Produce | $10,022,400 | 128 | $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.