JEAN Moloney signed Choice Financial, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Choice Financial, Inc.'s EIN is 46-1351150.
Download the official 2024 Form 5500 (PDF) for Choice Financial, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Choice Financial, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG, LLC | 20-8161914 | — | INVESTMENT ADVISOR | $5K | — |
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 |
|---|---|---|---|---|---|
| KIECKHAFER SCHIFFER LLP | 81-5052000 | — | ACCOUNTANT/AUDITOR | $15K | — |
