Qualified Retirement Plan Services
Raleigh, NC
Qualified Retirement Plan Services of Raleigh, NC is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans, with $60,206 in reported broker commissions (plan year 2025).
Quick answer
Qualified Retirement Plan Services (Raleigh, NC) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Qualified Retirement Plan Services have?
- Qualified Retirement Plan Services is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Qualified Retirement Plan Services's largest employer clients?
- By plan participants, the largest include Bioagilytix Labs, LLC (801 participants) and Westgate Auto Group, LLC (298 participants).
- How much does Qualified Retirement Plan Services earn in commissions?
- Insurers reported $60,206 in broker commissions and $33,582 in fees paid to Qualified Retirement Plan Services for plan year 2025, per Schedule A Part 1.
- Where is Qualified Retirement Plan Services located?
- Qualified Retirement Plan Services is based in Raleigh, NC.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Qualified Retirement Plan Services on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Bioagilytix Labs, LLC | NC | 801 | 2025-12-31 |
| Westgate Auto Group, LLC | NC | 298 | 2024-12-31 |
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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.