Torrie Syverson signed Choice Financial Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Choice Financial Group's EIN is 45-0117790.
Download the official 2024 Form 5500 (PDF) for Choice Financial Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Choice Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $0 | $4.2M | 10.1% | |
| Principal Life Insurance Company Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $3.6M | 8.7% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $3.5M | 8.5% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $3.4M | 8.3% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $3.2M | 7.7% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $0 | $3.1M | 7.6% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $2.7M | 6.5% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $2.6M | 6.3% | |
| Principal Life Insurance Company Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $2.6M | 6.3% | |
| Principal Life Insurance Company Principal Overseas Sep Acct-Z | Pooled Separate Accounts | — | $0 | $2.6M | 6.2% | |
| Principal Life Insurance Company Prin LifeTime Strat Inc SA-Z | Common Stocks | — | $0 | $2.2M | 5.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.8M | 4.4% | |
| Principal Life Insurance Company Prin LifeTime 2015 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $1.8M | 4.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.6M | 3.7% | |
| Principal Life Insurance Company Principal Guaranteed Option | Common Stocks | — | $0 | $1.6M | 3.7% | |
| Principal Life Insurance Company Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $1.1M | 2.8% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | $0 | $894K | 2.2% | |
| Principal Life Insurance Company Prin LifeTime 2055 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $472K | 1.1% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $449K | 1.1% | |
| Goldman Sachs Emrg Mkts Eq R6 | Other securities | — | $0 | $410K | 1.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $410K | 1.0% | |
| PGIM Investments PGIM High Yield R6 Fund | Other securities | — | $0 | $401K | 1.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $349K | 0.8% | |
| JP Morgan Funds JP Morgan US Value R6 Fund | Other securities | — | $0 | $349K | 0.8% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $348K | 0.8% | |
| Neuberger Berman Management Neub Berm Sm Cp Growth R6 Fund | Other securities | — | $0 | $339K | 0.8% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $339K | 0.8% | |
| BlackRock iShares MSCI EAFE Int Idx K Fd | Common Collective Trusts | — | $0 | $320K | 0.8% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | $0 | $306K | 0.7% | |
| BlackRock iShares S&P 500 Index K Fund | Common Collective Trusts | — | $0 | $276K | 0.7% | |
| Schwab Funds Schwab US Agg Bond Index Fund | Common Collective Trusts | — | $0 | $251K | 0.6% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | $0 | $248K | 0.6% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $0 | $231K | 0.6% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | $0 | $212K | 0.5% | |
| Principal Life Insurance Company Prin LifeTime 2040 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $194K | 0.5% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $194K | 0.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $123K | 0.3% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $69K | 0.2% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $173 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 42-0127290 | — | INSURANCE REP/BROKER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
