The Retirement Advantage, Inc. is a Rhode Island corporation, registered on March 2, 2023. It is based at 600 S NICOLET ROAD, SUITE B, APPLETON, WI, 54914, USA. The company is currently listed as active on the Rhode Island register, is registered under company number 001753696 and carries EIN 391816008. Its officers and directors on record include MATTHEW SCHONEMAN, ADOLPH JOHN ANSAY. Its E-Verify enrollment reports a workforce of 100 to 499 employees, hiring at 1 site in Wisconsin. It operates in pharmacy benefit management and other third party administration of insurance and pension funds (NAICS 524292). Public records for the company include 1 SoS registration, 1 federal contract, 1 loan record, 3 H-1B filings and 2 E-Verify records. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | The Retirement Advantage, Inc. |
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| Principal address | 600 S NICOLET ROAD, SUITE BAPPLETON54914WIUnited States |
| Registration state | Rhode Island |
| Status | Active |
| Formed in | Wisconsin (foreign registration) |
| Home company | THE RETIREMENT ADVANTAGE, INC. · Active |
| Registered | 2 March 2023 (over 3 years ago) |
| Officers & directors | MATTHEW SCHONEMAN, officer |
| Entity type | Corporation |
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| Standing | compliant |
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| Company number | 001753696 |
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| EIN | 391816008 |
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| LEI | 254900FGPZDMBX49LN30 |
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| Industry | Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds · NAICS 524292 |
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| Employees (modeled) | ≈173 employees2025 |
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| Workforce size | 100 to 499 employees · updated 14 May 2026 |
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| Hiring sites | 1 site in Wisconsin |
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| H-1B filings | 3 LCA filings, FY 2018–2021 |
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| Registered agent | INCORP SERVICES, INC |
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| Source registry | Rhode Island Secretary of State · updated 15 June 2026 |
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| Public records | 1 SoS registration |
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| Est. revenue (modeled) | $120.8M2025 |
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| Federal contractor | Yes · 1 federal recipient record (SAM) |
| SBA loans | $2.5M · approved amounts |
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| Rhode IslandTHIS | The Retirement Advantage, Inc. | 2023-03-02 | INCORP SERVICES, INC | MATTHEW SCHONEMANOfficerADOLPH JOHN ANSAYOfficer | Active | |
Filing ID 001753696 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 600 S NICOLET ROAD, SUITE B, APPLETON, WI, 54914, USA Registered agent INCORP SERVICES, INC222 JEFFERSON BLVD., SUITE 200, WARWICK, RI, 02888 Officers MATTHEW SCHONEMANOfficer ADOLPH JOHN ANSAYOfficer | ||||||
| Alabama | The Retirement Advantage, Inc. | 2015-05-19 | INCORP SERVICES INC | — | Active | |
| Arkansas | THE RETIREMENT ADVANTAGE, INC. | 2020-09-24 | INCORP SERVICES, INC | ADOLPH JOHN ANSAYOfficerMATTHEW V SCHONEMANOfficer1 more | Active | |
| Arizona | THE RETIREMENT ADVANTAGE, INC. | 2004-12-29 | CORPORATION SERVICE COMPANY | A JOHN ANSAYOfficer | Inactive | |
| Arizona | The Retirement Advantage, Inc. | 2021-01-06 | InCorp Services, Inc | Matthew SchonemanOfficerAdolph John AnsayDirector, Officer | Active | |
| California | THE RETIREMENT ADVANTAGE INC | 2011-11-28 | INCORP SERVICES, INC | Chad EmpeyOfficerIndia TroyerOfficer2 more | Active | |
| California | THE RETIREMENT ADVANTAGE, INC. | 1996-07-24 | C T CORPORATION SYSTEM | A JOHN ANSAYOfficer | Dissolved | |
| Colorado | The Retirement Advantage, Inc. | 2013-03-14 | INCORP SERVICES, INC | — | Active | |
| Connecticut | THE RETIREMENT ADVANTAGE, INC. | 2017-01-25 | INCORP SERVICES, INC | ADOLPH JOHN ANSAYOfficerMATTHEW SCHONEMANOfficer | Active | |
| Delaware | THE RETIREMENT ADVANTAGE, INC. | 2019-08-26 | INCORP SERVICES, INC | — | Unknown | |
| Florida | THE RETIREMENT ADVANTAGE, INC. | 2015-05-21 | INCORP SERVICES, INC | Matthew SchonemanOfficerAdolf J AnsayOfficer1 more | Active | |
| Georgia | THE RETIREMENT ADVANTAGE, INC. | 2008-10-20 | INCORP SERVICES, INC | India TroyerOfficerADOLPH JOHN ANSAYOfficer1 more | Active | |
| Hawaii | THE RETIREMENT ADVANTAGE, INC. | 2025-04-29 | INCORP SERVICES, INC | SCHONEMAN,MATTHEWOfficer, DirectorANSAY,ADOLPH JOHNOfficer | Active | |
| Iowa | THE RETIREMENT ADVANTAGE, INC. | 2015-10-07 | INCORP SERVICES, INC | MATTHEW SCHONEMANOfficerADOLF JOHN ANSAYDirector | Active | |
| Illinois | THE RETIREMENT ADVANTAGE, INC. | 2015-06-10 | INCORP SERVICES INC | — | Active | |
| Indiana | THE RETIREMENT ADVANTAGE, INC. | 2018-08-20 | INCORP SERVICES, INC | ADOLPH JOHN ANSAYOfficerMATTHEW SCHONEMANOfficer | Active | |
| Kansas | THE RETIREMENT ADVANTAGE, INC. | 2015-05-20 | INCORP SERVICES, INC | — | Active | |
| Kentucky | THE RETIREMENT ADVANTAGE, Inc | 2015-05-19 | InCorp Services, Inc | MATTHEW SCHONEMANOfficerADOLPH JOHN ANSAYDirector | Active | |
| Kentucky | The Retirement Advantage, Inc. | 2013-10-15 | KY SECRETARY OF STATE | — | Inactive | |
| Louisiana | THE RETIREMENT ADVANTAGE, INC. | 2015-05-01 | INCORP SERVICES, INC | MATTHEW SCHONEMANOfficerADOLF JOHN ANSAYOfficer | Active | |
| Michigan | THE RETIREMENT ADVANTAGE, INC. | 2015-05-14 | INCORP SERVICES, INC | — | Active | |
| Minnesota | The Retirement Advantage, Inc. | 2015-05-14 | InCorp Services, Inc | A JOHN ANSAYOfficer | Active | |
| Missouri | THE RETIREMENT ADVANTAGE, INC. | 2010-09-01 | INCORP SERVICES, INC | Matthew SchonemanDirector, OfficerA John AnsayDirector1 more | Active | |
| Mississippi | The Retirement Advantage, Inc. | 2017-11-08 | InCorp Services, Inc | Matthew SchonemanOfficerAdolph John AnsayOfficer | Active | |
| North Carolina | The Retirement Advantage, Inc. | 2015-05-19 | Incorp Services, Inc | Ansay, Adolph JohnOfficerSchoneman, MatthewOfficer | Active | |
| New Hampshire | The Retirement Advantage, Inc. | 2015-05-19 | INCORP SERVICES, INC | Matthew SchonemanOfficerAdolph John AnsayDirector | Active | |
| New Mexico | THE RETIREMENT ADVANTAGE, INC. | 2015-05-15 | INCORP SERVICES, INC | MICHAEL G ANSAYOfficerMATTHEW SCHONEMANOfficer3 more | Active | |
| Nevada | THE RETIREMENT ADVANTAGE, INC. | 2009-09-29 | INCORP SERVICES, INC.* | Adolph J AnsayDirector, OfficerMatthew SchonemanOfficer | Active | |
| New York | THE RETIREMENT ADVANTAGE, INC. | 2015-06-25 | INCORP SERVICES, INC | A JOHN ANSAYOfficer | Active | |
| Ohio | THE RETIREMENT ADVANTAGE, INC. | 2011-05-02 | INCORP SERVICES, INC | — | Active | |
| Oklahoma | THE RETIREMENT ADVANTAGE, INC. | 2020-10-13 | INCORP SERVICES, INC | — | Active | |
| Oregon | THE RETIREMENT ADVANTAGE, INC. | 2015-05-27 | INCORP SERVICES, INC | MATTHEW V SCHONEMANOfficerADOLPH JOHN ANSAYOfficer | Active | |
| Pennsylvania | The Retirement Advantage, Inc. | 2015-05-18 | — | Matthew SchonemanDirector, OfficerAdolph J AnsayDirector, Officer | Active | |
| South Carolina | The Retirement Advantage, Inc. | 2017-11-09 | InCorp Services, Inc | — | Revoked | |
| South Dakota | THE RETIREMENT ADVANTAGE, INC. | 1997-02-03 | C T CORPORATION SYSTEM | — | Revoked | |
| Tennessee | THE RETIREMENT ADVANTAGE, INC. | 2015-05-20 | INCORP SERVICES, INC | — | Active | |
| Texas | The Retirement Advantage, Inc. | 2015-05-18 | InCorp Services, Inc | MATTHEW SCHONEMANOfficerJOHN ANSAYOfficer | Active | |
| Virginia | The Retirement Advantage, Inc. | 2016-05-02 | INCORP SERVICES INC | ADOLPH JOHN ANSAYOfficerMATTHEW SCHONEMANOfficer | Active | |
| Washington | THE RETIREMENT ADVANTAGE, INC. | 2023-10-20 | INCORP SERVICES, INC | MICHELLE ZENTNERDirectorMATTHEW SCHONEMANDirector1 more | Active | |
| Wisconsin | THE RETIREMENT ADVANTAGE, INC. | 1995-03-14 | MICHELLE GREENWOOD | — | Active | |
| Wyoming | The Retirement Advantage, Inc. | 2016-09-12 | InCorp Services, Inc | — | Active | |
Companies and people linked to The Retirement Advantage, Inc. in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
company person group former role
Browse the indexed registries by state, or look up any debtor name free, at UCC lien search.
| Amount | Approved | Lender | Jobs | Status | |
|---|---|---|---|---|---|
| $2,456,300 | 04/07/2020 | Associated Bank, National Association | 194 | Paid in Full | |
| Case | Filed | Job title | Wage | Worksite | Status | |
|---|---|---|---|---|---|---|
| I-200-21230-529334 | 2021-08-18 | Compliance Analyst | $52,000/yr | Birmingham | Certified | |
| I-200-21195-461191 | 2021-07-14 | Compliance Analyst | $52,000/yr | Birmingham | Denied | |
| I-200-18056-090492 | 2018-03-14 | COMPLIANCE ANALYST | $52,000/yr | BINGHAM FARMS | CERTIFIED | |
| State | Workforce | Hiring sites | Enrolled | Industry | Status | |
|---|---|---|---|---|---|---|
| Wisconsin | 100 to 499 | 1 | 6/14/2022 | FINANCE AND INSURANCE (52) | Open | |
| Wisconsin | 100 to 499 | 1 | 5/19/2022 | FINANCE AND INSURANCE (52) | Terminated | |
Employee-benefit plan filings by The Retirement Advantage, Inc. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈173 · plan year 2025 |
|---|---|
| Est. annual revenue (modeled) | $120.8M |
| Benefit plans | 401(k) plan on file |
| Filing history | 21 plan years filed, 2005–2025 |
| Sponsor EIN | 39-1816008 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2025 | ≈173 | 176 (156 active) | — | $120.8M | Welfare | |
| 2024 | ≈196 | 284 (176 active) | $17.2M | $144.5M | 401(k) | |
| 2023 | ≈243 | 321 (219 active) | $15.9M | $180.4M | 401(k) | |
| 2022 | ≈283 | 273 (255 active) | $14.7M | $194M | 401(k) | |
| 2021 | ≈287 | 271 (258 active) | $16.3M | $183.5M | 401(k) | |
| 2020 | ≈287 | 261 (258 active) | $13.7M | $168.6M | 401(k) | |
| 2019 | ≈270 | 203 (243 active) | $11.2M | $145M | 401(k) | |
| 2018 | ≈208 | 208 (187 active) | $8.3M | $117.8M | 401(k) | |
| 2017 | ≈187 | 148 (168 active) | $7M | $101.5M | 401(k) | |
| 2016 | ≈142 | 138 (128 active) | $5.2M | $85M | 401(k) | |
Federal court records load when you reach this section.
7 companies are registered at 600 S NICOLET ROAD, SUITE B, APPLETON — shared registered-office and agent addresses are common; a shared address alone does not link businesses.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-06-17. Document getpalm-companies/6803-6916-3073.