How big is Choices Software, Inc.'s plan?

Choices Software, Inc.'s plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250928224127NAL0025577010001

Choices Software, Inc.

Name: Choices Software, Inc. — Choices Software, Inc., Form 5500 (2024)
Creator: Choices Software, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Choices Software, Inc. 401(k) Plan

401(k) retirement plan · Choices Software, Inc.'s Choices Software, Inc. 401(k) Plan held $1.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Dean Westover signed Choices Software, Inc.'s 2024 Form 5500 as plan administrator.

Dean Westover — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Choices Software, Inc.'s EIN is 04-3498634.

EIN 04-3498634

Plan number 001

Plan year 2024

ACK ID 20250928224127NAL0025577010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Choices Software, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Choices Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHOICES SOFTWARE, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score