Benefits BrokerAtlas

Retirement plans in Charlotte, NC

15 benefits brokers in Charlotte offering retirement plans. Brokers named on filings for retirement (pension, 401(k) and similar) plans.

Featured spots · Charlotte, NC

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Maxus Plan Solutions, INC.15720 Brixham Hill Avenue, Suite 300 · Charlotte, NC 28277 · Retirement plans18 plan filings · $70,523 disclosed · median 129 participantsNamed in Form 5500 filingsNorth Carolina6000 Fairview Road, Suite 1200 · Charlotte, NC 28210 · Retirement plans8 plan filings · $3,555 disclosed · median 213 participantsNamed in Form 5500 filingsPentegra Retirement Services5350 77 Center Drive Ste 200 · Charlotte, NC 28217 · Retirement plans8 plan filings · $64,700 disclosed · median 280 participantsNamed in Form 5500 filingsRichard Worrell LLC6235 Carnegie Blvd · Charlotte, NC 28211 · Health and welfare plans8 plan filings · $8,289 disclosed · median 191 participantsNamed in Form 5500 filingsEquitable Network LLC8501 Ibm Drive · Charlotte, NC 28262 · Retirement plans5 plan filings · $58,329 disclosed · median 129 participantsNamed in Form 5500 filingsWells Fargo Advisors Ins Agency LLC401 S. Tryon Street, 11th Floor · Charlotte, NC 28202 · Retirement plans5 plan filings · $74,873 disclosed · median 147 participantsNamed in Form 5500 filingsLinsco/private Ledger Corp1632 Beverly Dr · Charlotte, NC 28207 · Retirement plans4 plan filings · $4,886 disclosed · median 129 participantsNamed in Form 5500 filingsMorrill John B2101 Sardis Rd N Ste 109 · Charlotte, NC 28227 · Retirement plans4 plan filings · $90,535 disclosed · median 190 participantsNamed in Form 5500 filingsHub International Ins Svcs1213 W Morehead St, Ste 410 · Charlotte, NC 28208 · Retirement plans3 plan filings · $119,933 disclosed · median 179 participantsNamed in Form 5500 filingsLindquist Ronald L2101 Sardis Rd N Ste 109 · Charlotte, NC 28227 · Retirement plans3 plan filings · $10,515 disclosed · median 376 participantsNamed in Form 5500 filings
Maxus Plan Solutions INC15720 Brixham Hill Ave, Suite 300 · Charlotte, NC 28227 · Retirement plans3 plan filings · $243 disclosed · median 98 participantsNamed in Form 5500 filingsLuiggino Galletto4350 Congress Street, Suite 300 · Charlotte, NC 28209 · Retirement plans2 plan filings · $1,109 disclosed · median 217 participantsNamed in Form 5500 filingsNeville Fearing4350 Congress Street, Suite 300 · Charlotte, NC 28209 · Retirement plans2 plan filings · $1,478 disclosed · median 217 participantsNamed in Form 5500 filingsPentegra Services INC.5350 77 Center Drive Suite 200 · Charlotte, NC 28217 · Retirement plans2 plan filings · $18,038 disclosed · median 72 participantsNamed in Form 5500 filingsWells Fargo Advisors Ing Agency LLC401 S. Tryon Street, 11th Floor · Charlotte, NC 28202 · Retirement plans2 plan filings · $4,301 disclosed · median 489 participantsNamed in Form 5500 filings