How big is Choice Academies, Inc.'s plan?

Choice Academies, Inc.'s plan reported $2.9M in assets and 97 participants for 2024.

Original filing (PDF)20260225123742NAL0002954113001

Choice Academies, Inc.

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

Form 5500

FILING_RECEIVED

Choice Academies, Inc. 401(k) Plan

401(k) retirement plan · Choice Academies, Inc.'s Choice Academies, Inc. 401(k) Plan held $2.9M in plan assets for 97 participants in 2024, with Ascensus as recordkeeper.

Signals · 2

Possibly inadequate fidelity bond~96 bps in Sched C fees

Active participants

Accounts w/ balance

125

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Audra Wilson Smith signed Choice Academies, Inc.'s 2024 Form 5500 as plan administrator.

Audra Wilson Smith — 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

Choice Academies, Inc.'s EIN is 20-8809933.

EIN 20-8809933

Plan number 001

Plan year 2024

ACK ID 20260225123742NAL0002954113001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (20th percentile).

Plan sponsor

Name

CHOICE ACADEMIES, INC.

EIN

all filings

Address

2323 W. PARKSIDE LANE · PHOENIX, AZ · 85027

Phone

(602) 938-5517

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-25

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$15K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC WEALTH MANAGEMENT	41-1416330	—	NONE	$13K	—

Investments

29 direct securities · 1 pooled fund· $2.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$1.9M

17 holdings

Mutual Funds

$649K

9 holdings

Common Collective Trusts

$353K

2 holdings

Common Collective Trust

$63K

1 holding

Participant loans

$16K

1 holding

					% of plan
Janus Henderson Forty R Janus Henderson 0	Mutual Funds	—	—	$477K	16.2%
iShares Russell 2000 SmCap Ind K iShares 0 883 iShares Russell Mid-Cap Index K iShares 0 928 Invesco S&P 500 Index R6 Invesco 0	Common Collective Trusts	—	—	$343K	11.6%
American Century One Choice 2055 R American Century 0	Other securities	—	—	$293K	10.0%
American Century One Choice 2045 R American Century 0	Other securities	—	—	$284K	9.6%
T. Rowe Price Dividend Growth I T. Rowe Price 0	Other securities	—	—	$221K	7.5%
BlackRock Equity Dividend R BlackRock 0	Other securities	—	—	$211K	7.2%
American Century One Choice 2030 R American Century 0	Other securities	—	—	$193K	6.5%
American Century One Choice In Ret R American Century 0	Other securities	—	—	$155K	5.3%
American Century One Choice 2050 R American Century 0	Other securities	—	—	$110K	3.7%
American Century One Choice 2035 R American Century 0	Other securities	—	—	$102K	3.5%
American Century One Choice 2040 R American Century 0	Other securities	—	—	$101K	3.4%
CL) METLIFE GAC-25053 SV FUND CLASS METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$63K	2.1%
Victory Sycamore Established Value R Victory 0	Other securities	—	—	$60K	2.1%
PIMCO Commodity Real Ret Strat Instl PIMCO 0	Mutual Funds	—	—	$47K	1.6%
Nomura Mid Cap Growth R Nomura 0	Other securities	—	—	$35K	1.2%
JHancock Income R2 John Hancock 0	Other securities	—	—	$32K	1.1%
Invesco Main Street Small Cap R Invesco 0	Mutual Funds	—	—	$26K	0.9%
Invesco Intl Small-Mid Company R Invesco 0	Mutual Funds	—	—	$25K	0.9%
Thornburg International Equity R3 Thornburg 0	Other securities	—	—	$23K	0.8%
PIMCO Total Return R PIMCO 0	Mutual Funds	—	—	$19K	0.6%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$16K	0.6%
American Funds Cap World Gr & Inc R2 American Funds 0	Mutual Funds	—	—	$16K	0.5%
abrdn Emerg Mrkt R Aberdeen 0	Other securities	—	—	$15K	0.5%
PIMCO Infltn Response Multi-Asset Instl PIMCO 0	Mutual Funds	—	—	$15K	0.5%
Lord Abbett Value Opportunities R3 Lord Abbett 0	Mutual Funds	—	—	$13K	0.4%
PIMCO Global Advge Strategy Bond Instl PIMCO 0	Mutual Funds	—	—	$12K	0.4%
Royce Small-Cap Opportunity R Royce 0	Other securities	—	—	$10K	0.4%
Invesco Equally-Weighted S&P 500 R6 Invesco 0	Common Collective Trusts	—	—	$10K	0.4%
Nomura Asset Strategy R Nomura 0	Other securities	—	—	$9K	0.3%
Columbia Emerging Markets Bond R Columbia 0	Other securities	—	—	$5K	0.2%