OpenERISA

The Retirement Advantage

Appleton, WI, 54914

EIN 39-1816008
Plans
6
Total participants
3,462
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524290
Plan sponsors in WisconsinFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001The Retirement Advantage, INC. 401K Plan174
2024Form 5500508The Retirement Advantage Welfare Benefit Plan176
2023Form 5500001The Retirement Advantage, INC. 401K Plan219
2023Form 5500508The Retirement Advantage Welfare Benefit Plan219
2022Form 5500001The Retirement Advantage, INC. 401K Plan255
2022Form 5500508The Retirement Advantage Welfare Benefit Plan163
2021Form 5500001The Retirement Advantage, INC. 401K Plan220
2021Form 5500501Group Life, Dependent Life, Accidental Death And Dismemberment Insurance For Employees Of The Retirement Advantage212
2021Form 5500502Weekly Income For Employees Of The Retirement Advantage214
2021Form 5500503Group Long Term Disability For Employees Of The Retirement Advantage212
2021Form 5500504Medical And Vision258
2020Form 5500001The Retirement Advantage, INC. 401K Plan249
2020Form 5500501Group Life, Dependent Life, Accidental Death And Dismemberment Insurance For Employees Of The Retirement Advantage211
2020Form 5500502Weekly Income For Employees Of The Retirement Advantage211
2020Form 5500503Group Long Term Disability For Employees Of The Retirement Advantage211
2020Form 5500504Medical And Vision258

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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