Benefits BrokerAtlas

Benefits brokers in Duluth, GA

18 benefits brokers in Duluth — 18 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (12)Retirement plans (6)Median plan under 200 participants (4)Median plan 200 to 999 participants (8)Median plan 1,000+ participants (6)Fees reported as well as commissions (7)
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Orenda Retirement, LLC3475 Corporate Way, Suite D · Duluth, GA 30096 · Retirement plans102 plan filings · $205,841 disclosed · median 342 participantsNamed in Form 5500 filingsEdgewood Partners Insurance Center2405 Satellite Blvd, Ste 200 · Duluth, GA 30096 · Health and welfare plans53 plan filings · $3,415,709 disclosed · median 373 participantsNamed in Form 5500 filingsPension Financial Services, INC.3700 Crestwood Pkwy NW Ste 550 · Duluth, GA 30096 · Retirement plans14 plan filings · $7,800 disclosed · median 153 participantsNamed in Form 5500 filingsPfs Investments INC.1 Primerica Pkwy · Duluth, GA 30099 · Retirement plans12 plan filings · $124,985 disclosed · median 236 participantsNamed in Form 5500 filingsJ Smith Lanier & CO11330 Lakefield Dr, Ste 100 · Duluth, GA 30097 · Health and welfare plans11 plan filings · $197,761 disclosed · median 251 participantsNamed in Form 5500 filingsScott a Smith6340 Sugarloaf Pkwy, Ste 200 · Duluth, GA 30097 · Health and welfare plans8 plan filings · $111 disclosed · median 222 participantsNamed in Form 5500 filingsCovenant Administrators LLC2810 Premiere Pkwy Ste 400 · Duluth, GA 30097 · Health and welfare plans7 plan filings · $173,940 disclosed · median 535 participantsNamed in Form 5500 filingsYoudecide, INC.4450 River Green Parkway, Suite 100-A · Duluth, GA 30096 · Health and welfare plans7 plan filings · $81,178 disclosed · median 5,957 participantsNamed in Form 5500 filingsEdgewood Partners Ins Center2405 Satellite Blvd Ste 200 · Duluth, GA 30096 · Health and welfare plans6 plan filings · $414,824 disclosed · median 1,075 participantsNamed in Form 5500 filingsCfn Agency INC4450 River Green Pkwy, Suite 100a · Duluth, GA 30096 · Health and welfare plans5 plan filings · $357,912 disclosed · median 4,099 participantsNamed in Form 5500 filings
Ann Blake Boswell3250 Buford Hwy, Apt 1302 · Duluth, GA 30096 · Health and welfare plans3 plan filings · $11,133 disclosed · median 11,220 participantsNamed in Form 5500 filingsRewards Plus of America Ins Agency4450 River Green Parkway, Suite 100a · Duluth, GA 30096 · Health and welfare plans3 plan filings · $64,901 disclosed · median 3,299 participantsNamed in Form 5500 filingsWorld Financial Group InsuranceAttn Commissions, 11315 Johns · Duluth, GA 30097 · Retirement plans3 plan filings · $6,593 disclosed · median 28 participantsNamed in Form 5500 filingsEdgewood Partners Insurance2405 Satellite Blvd, Ste 200 · Duluth, GA 30096 · Health and welfare plans2 plan filings · $77,189 disclosed · median 3,165 participantsNamed in Form 5500 filingsKeisha Ravenell1796 Satellite Blvd Unit 1317 · Duluth, GA 30097 · Health and welfare plans2 plan filings · $2,514 disclosed · median 326 participantsNamed in Form 5500 filingsPrimerica Financial Services, LLCInvestment Commissions, 1 Primerica Pkwy Bldg B FL 2 · Duluth, GA 30099 · Retirement plans2 plan filings · $8,635 disclosed · median 121 participantsNamed in Form 5500 filingsRobert Robinette1 Primerica Pkwy · Duluth, GA 30099 · Retirement plans2 plan filings · $7,288 disclosed · median 267 participantsNamed in Form 5500 filingsScott Allen Smith6340 Sugarloaf Pkway, Ste 200 · Duluth, GA 30097 · Health and welfare plans2 plan filings · $84 disclosed · median 160 participantsNamed in Form 5500 filings
Comparing benefits brokers in Duluth? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.