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CHOATE & COMPANY, INC. — CHOATE & COMPANY, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250411154113NAL0036340976001
CHOATE & COMPANY, INC.
Form 5500-SF
FILING_RECEIVED
CHOATE & COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
4
Plan assets (EOY)
$54K
Net assets (EOY)
$54K
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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHOATE & COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
CHOATE & COMPANY, INC.
EIN
41-1596329
Address
P.O. BOX 37 · JORDAN, MN · 55352
Phone
(612) 940-5011
Industry
Accommodation & Food Services
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-11
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 3% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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