


The Retirement Advantage, (TRA)
Financial Services • 600 S Nicolet Road, Suite B, United States • 101-200 Employees
Company overview
| Headquarters | 600 S Nicolet Road, Suite B, Appleton, WI 54914, US |
| Phone number | +18888722364 |
| Website | |
| NAICS | 52 |
| SIC | 637 |
| Keywords | Compliance, Customer Service, Testing, Consultation, Retirement Plan Solutions, Third Party Administrator, Defined Benefit Plan Administration, Cash Balance Design, Defined Contribution Plan Administration, Flexible 401(K) Plan Design |
| Founded | 1996 |
| Employees | 101-200 |
| Socials |
Key Contacts at The Retirement Advantage, (TRA)
Darin Erdmann
Director Of Sales & Distribution
Bill Sunagel Results-Driven Marcom Maven
Marketing And Communication Director
Mary Crothers
Director Of Client Services
Mark Ruhland
Director Of It And Security
Amy Hilton
Director Of Onboarding And Plan Design
Annie De Haven
Director Of Human Resources
Charlie Pritzl
Director Of Plan Adminstration
The Retirement Advantage, (TRA) Email Formats
The Retirement Advantage, (TRA) uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@tra401k.com), used 69.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@tra401k.com | 69.3% |
{first initial}.{last name} | j.doe@tra401k.com | 30.7% |
About The Retirement Advantage, (TRA)
As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 11,000 plan sponsors with more than $13 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail. Our Vision: As an industry-leading retirement plan solutions provider, TRA will assist our plan advisors and plan sponsors in meeting their unique plan design goals, while building on our reputation for proactive plan consultation and exceptional customer service. Our Mission: It is the mission of TRA to assist in implementing and administering customized retirement plan solutions for small, privately held business owners and their employees that meet and exceed their retirement plan goals. Our friendly, knowledgeable and professional staff partners with best-in-class plan providers and plan advisors to ensure our plan sponsors receive the maximum benefit from our combined expertise, advanced resources and exceptional attention to detail. Engaging with TRA’s content and communications, such as through website forms, emails, newsletters, and social media, will effectively opt you in to periodically receive future communications and valuable information. These updates may include electronic newsletters, notifications, educational marketing materials, and more, covering retirement plans, planning, and legislative industry updates. To fully ensure your interest in receiving such TRA content, visit https://tra401k.com/content-opt-in.
The Retirement Advantage, (TRA) revenue & valuation
| Annual revenue | $16,000,000 |
| Revenue per employee | $104,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $51,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
The Retirement Advantage, (TRA) has 96 employees across 9 departments.
Departments
Number of employees
Funding Data
The Retirement Advantage, (TRA) has never raised funding before.
The Retirement Advantage, (TRA) Tech Stack
Discover the technologies and tools that power The Retirement Advantage, (TRA)'s digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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