Filings through .
The Benefit Advantage, Inc.
Matched across 9 name variants in the filings
The Benefit Advantage, Inc. summary
The Benefit Advantage, Inc. appears on 25 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $587M in assets for 28,296 participants. The median client plan holds $10.5M. Most client plans are sponsored in MI, OH and AL. The largest clients by plan assets are Trion Solutions, Inc., Independent Emergency Physicians, P.C. and Bronx Center for Rehabilitation & Healthcare. Plans reported $614K in direct and indirect compensation paid to The Benefit Advantage, Inc.. The median is $9K per plan.
- Participants
- 28,296
- Median plan assets
- $10.5M
- Median plan participants
- 304
- Median fees per plan
- $9K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Trion Solutions, Inc. | MI | $139M | 9,309 |
| Independent Emergency Physicians, P.C. | MI | $133M | 441 |
| Bronx Center for Rehabilitation & Healthcare | NY | $66.5M | 7,842 |
| The Ave Maria Foundation | MI | $31.1M | 709 |
| Usi Consultants, Inc | IN | $22.8M | 129 |
| Zingermans Community of Businesses | MI | $21.2M | 742 |
| American Kenda Rubber Industrial Co., Ltd. | OH | $21.2M | 571 |
| Hillel Day School of Metropolitan Detroit | MI | $21.1M | 207 |
| Great Lakes Foot & Ankle Institute, PC | MI | $17.2M | 304 |
| Jack Doheny Company | MI | $16.6M | 290 |
| Princeton Acquisition, LLC | MI | $11.7M | 777 |
| Union Joints LLC | MI | $10.7M | 576 |
| Deshler Group, Inc. | MI | $10.5M | 304 |
| Koppert Biological Systems, Inc | MI | $10.1M | 150 |
| Fieldstone A&E, LLC | MI | $9.0M | 176 |
| Bergstrom Operating Company, Inc | MI | $7.9M | 227 |
| 239 Legris Ave Operations, LLC | RI | $7.1M | 782 |
| Bridgeway Academy | OH | $6.8M | 329 |
| Woodworth, Inc. | MI | $6.8M | 213 |
| Green Tree Healthcare Management LLC | NJ | $6.3M | 3,652 |
| Multi Drywall & Partition, LLC | MI | $5.6M | 235 |
| Client Financial Services of Michigan, LLC | MI | $2.6M | 122 |
| Millennium Wireless Technology, Inc. | MI | $1.8M | 209 |
| Healthmark Industries Company | MI | $0 | 0 |
| Simpeo, LLC | AL | $0 | 0 |
- MIParticipants 9,309
- MIParticipants 441
- NYParticipants 7,842
- The Ave Maria Foundation$31.1MMIParticipants 709
- Usi Consultants, Inc$22.8MINParticipants 129
- MIParticipants 742
- OHParticipants 571
- MIParticipants 207
- MIParticipants 304
- Jack Doheny Company$16.6MMIParticipants 290
- MIParticipants 777
- Union Joints LLC$10.7MMIParticipants 576
- Deshler Group, Inc.$10.5MMIParticipants 304
- MIParticipants 150
- Fieldstone A&E, LLC$9.0MMIParticipants 176
- MIParticipants 227
- RIParticipants 782
- Bridgeway Academy$6.8MOHParticipants 329
- Woodworth, Inc.$6.8MMIParticipants 213
- NJParticipants 3,652
- MIParticipants 235
- MIParticipants 122
- MIParticipants 209
- MIParticipants 0
- ALParticipants 0
Top client states
- MI18 plans
- OH2 plans
- AL1 plan
- IN1 plan
- NJ1 plan
Frequently asked questions
- Who uses The Benefit Advantage, Inc.?
- 25 retirement plans list The Benefit Advantage, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trion Solutions, Inc., Independent Emergency Physicians, P.C., Bronx Center for Rehabilitation & Healthcare, The Ave Maria Foundation and Usi Consultants, Inc. Most client plans are sponsored in MI, OH and AL.
- How many plans does The Benefit Advantage, Inc. serve?
- The Benefit Advantage, Inc. serves 25 retirement plans with $587M in plan assets and 28,296 participants, based on the latest Form 5500 filings through 2024.
- What does The Benefit Advantage, Inc. charge?
- Plans reported $614K in total Schedule C compensation paid to The Benefit Advantage, Inc.. The median plan paid $9K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name The Benefit Advantage as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| BlackRock | 1 |
| Transamerica (Aegon) | 1 |
| Vanguard | 1 |
| Morgan Stanley | 1 |
| Capital Group | 1 |
Target-date series
| Series | Plans |
|---|---|
| BlackRock LifePath Index | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.