What public Form 5500 filings show about the Choice Schools Associates, LLC 401(k) plan — and how to find and check your own account.
Choice Schools Associates, LLC (EIN 52-2113308) reports CHOICE SCHOOLS PROFIT SHARING PLAN on its most recent Form 5500, with $24.1M in plan assets across 994 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 Schools Associates, 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 PENSERV PLAN SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Choice Schools Associates, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST, BLUEWATER ASSET MANAGEMENT.
