Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$80K
- Life$22K
- Long-term disability$22K
- Vision$10K
Sponsor portfolio
THE RETIREMENT ADVANTAGE
EIN 39-1816008financial servicesLatest filing 2025
Plans
2
Retirement
1
$17.2M assets
Welfare
1
$112K premiums
Participants
384
101 W GRAND AVENUE - PORT WASHINGTON, WI 530742218888-872-2364tra401k.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $112K premiums / 156 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY91%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
100%top
- VIZANCE, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE RETIREMENT ADVANTAGE, INC. 401K PLAN
401k
Assets$17.2M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
THE RETIREMENT ADVANTAGE WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$112K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE RETIREMENT ADVANTAGE, INC. 401K PLAN | 401k | $17.2M | 228 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | THE RETIREMENT ADVANTAGE WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $112K | 156 | 2025 |
Retirement plans
Welfare plans