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Original filing (PDF)20250815110750NAL0010115699001
CHOICES COORDINATED CARE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CHOICES COORDINATED CARE SOLUTIONS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 3
57% in single holding~80 bps in Sched C feesNo recordkeeper disclosed
Active participants
309
Accounts w/ balance
432
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Knocking points off
- Top holding "[DFE: PRINCIPAL SMALLCAP GROWTH I SEPARATE ACCOUNT (extraction pending)]" is 57% of plan.
- 80 bps in Schedule C fees — 176% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHOICES COORDINATED CARE SOLUTIONS, INC..
Plan sponsor
Name
CHOICES COORDINATED CARE SOLUTIONS, INC.
EIN
35-2005131
Address
7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN · 46250
Phone
(317) 726-2121
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BLUE & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADV | 45-5291215 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $72K | — |
| RETIREMENT PLAN CONCEPTS & SERVICES | 35-2091834 | — | CONTRACT ADMINISTRATOR | $18K | — |
Investments
1 direct security · 2 pooled funds· $154K(1% 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.
Pooled Separate Account
$98K
2 holdings
Uncategorized
$56K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: PRINCIPAL SMALLCAP GROWTH I SEPARATE ACCOUNT (extraction pending)] | — | — | — | $56K | 0.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $56K | 0.5% | |
| PRIN U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $42K | 0.4% |
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