What public Form 5500 filings show about the Choice Financial Group, LLC 401(k) plan — and how to find and check your own account.
Choice Financial Group, LLC (EIN 82-1650902) reports CHOICE FINANCIAL GROUP, LLC 401(K) PLAN on its most recent Form 5500, with $6.9M in plan assets across 291 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Choice Financial Group, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Choice Financial Group, LLC 401(k).
