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Benefits Intelligence/Broker Directory/Ohio

Integrated Retirement Plan Solution

Cleveland, OH

Integrated Retirement Plan Solution of Cleveland, OH is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$9,929

Quick answer

Integrated Retirement Plan Solution (Cleveland, OH) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Integrated Retirement Plan Solution have?
Integrated Retirement Plan Solution is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Integrated Retirement Plan Solution's largest employer clients?
By plan participants, the largest include Fraley & Schilling, Inc. (437 participants).
Where is Integrated Retirement Plan Solution located?
Integrated Retirement Plan Solution is based in Cleveland, OH.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Integrated Retirement Plan Solution on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Fraley & Schilling, Inc.IN4372024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.