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Original filing (PDF)20260225123742NAL0002954113001
CHOICE ACADEMIES, INC.
Form 5500
FILING_RECEIVED
CHOICE ACADEMIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~96 bps in Sched C fees
Active participants
97
Accounts w/ balance
125
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 96 bps in Schedule C fees — 85% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHOICE ACADEMIES, INC..
Plan sponsor
Name
CHOICE ACADEMIES, INC.
EIN
20-8809933
Address
2323 W. PARKSIDE LANE · PHOENIX, AZ · 85027
Phone
(602) 938-5517
Industry
Educational Servicessee all
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)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $15K | — |
| 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.
Uncategorized
$2.9M
29 holdings
Common Collective Trust
$63K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Janus Henderson Forty R Janus Henderson 0 | — | — | — | $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 | — | — | — | $343K | 11.6% | |
| American Century One Choice 2055 R American Century 0 | — | — | — | $293K | 10.0% | |
| American Century One Choice 2045 R American Century 0 | — | — | — | $284K | 9.6% | |
| T. Rowe Price Dividend Growth I T. Rowe Price 0 | — | — | — | $221K | 7.5% | |
| BlackRock Equity Dividend R BlackRock 0 | — | — | — | $211K | 7.2% | |
| American Century One Choice 2030 R American Century 0 | — | — | — | $193K | 6.5% | |
| American Century One Choice In Ret R American Century 0 | — | — | — | $155K | 5.3% | |
| American Century One Choice 2050 R American Century 0 | — | — | — | $110K | 3.7% | |
| American Century One Choice 2035 R American Century 0 | — | — | — | $102K | 3.5% | |
| American Century One Choice 2040 R American Century 0 | — | — | — | $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 | — | — | — | $60K | 2.1% | |
| PIMCO Commodity Real Ret Strat Instl PIMCO 0 | — | — | — | $47K | 1.6% | |
| Nomura Mid Cap Growth R Nomura 0 | — | — | — | $35K | 1.2% | |
| JHancock Income R2 John Hancock 0 | — | — | — | $32K | 1.1% | |
| Invesco Main Street Small Cap R Invesco 0 | — | — | — | $26K | 0.9% | |
| Invesco Intl Small-Mid Company R Invesco 0 | — | — | — | $25K | 0.9% | |
| Thornburg International Equity R3 Thornburg 0 | — | — | — | $23K | 0.8% | |
| PIMCO Total Return R PIMCO 0 | — | — | — | $19K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $16K | 0.6% | |
| American Funds Cap World Gr & Inc R2 American Funds 0 | — | — | — | $16K | 0.5% | |
| abrdn Emerg Mrkt R Aberdeen 0 | — | — | — | $15K | 0.5% | |
| PIMCO Infltn Response Multi-Asset Instl PIMCO 0 | — | — | — | $15K | 0.5% | |
| Lord Abbett Value Opportunities R3 Lord Abbett 0 | — | — | — | $13K | 0.4% | |
| PIMCO Global Advge Strategy Bond Instl PIMCO 0 | — | — | — | $12K | 0.4% | |
| Royce Small-Cap Opportunity R Royce 0 | — | — | — | $10K | 0.4% | |
| Invesco Equally-Weighted S&P 500 R6 Invesco 0 | — | — | — | $10K | 0.4% | |
| Nomura Asset Strategy R Nomura 0 | — | — | — | $9K | 0.3% | |
| Columbia Emerging Markets Bond R Columbia 0 | — | — | — | $5K | 0.2% |
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