Back to filter
Original filing (PDF)20251015165519NAL0006832352001
CHOICE EMPLOYER SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
FOURTH RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
~103 bps in Sched C feesNo recordkeeper disclosed
Active participants
3,874
Accounts w/ balance
2,495
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 103 bps in Schedule C fees — 256% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHOICE EMPLOYER SOLUTIONS, INC..
Plan sponsor
Name
CHOICE EMPLOYER SOLUTIONS, INC.
EIN
20-2273417
Address
9007 BRITTANY WAY · TAMPA, FL · 33619
Phone
(813) 643-4000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $191K | — |
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | NONE | $29K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using AMERITAS LIFE INSURANCE CORP
AMERITAS HOLDING COMPANY
AMERITAS 401(K) RETIREMENT PLAN
$821.8M · 2,458 participants
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
$649.1M
ATLAS TECHNICAL CONSULTANTS, LLC
ATLAS TECHNICAL CONSULTANTS 401(K) PLAN
$326.2M · 3,506 participants
TANDEM MANAGEMENT, LLC
TANDEM HR, LLC 401(K) PLAN
$309.9M · 9,352 participants
TANDEM HR, LLC
TANDEM HR, LLC 401(K) PLAN
$285.3M · 9,692 participants
ALPHASTAFF GROUP, INC.
ALPHASTAFF RETIREMENT SAVINGS PLAN
$252.3M · 7,291 participants
Similar-size Other Services (ex. Public Admin) plans
NATIONAL PORK BOARD
NATIONAL PORK BOARD RETIREMENT SAVINGS PLAN
$21.9M · 78 participants
I.A.T.S.E. LOCAL 16 WELFARE TRUST FUND
I.A.T.S.E. LOCAL 16 HEALTH AND WELFARE TRUST FUND
$21.8M · 1,030 participants
PHOENIX HOUSE FOUNDATION INC.
THE PHOENIX HOUSE FOUNDATION INC TAX DEFERRED ANNUITY RETIREMENT PLAN
$21.8M · 335 participants
THE RHODE ISLAND FOUNDATION
403(B) THRIFT PLAN OF THE RHODE ISLAND FOUNDATION
$21.8M · 67 participants
NATURAL LANDS TRUST, INC.
NATURAL LANDS RETIREMENT PLAN
$21.8M · 100 participants
MID-MINNESOTA LEGAL ASSISTANCE
MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN
$21.7M · 175 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants