Renee Lee signed Best Choice Products, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Best Choice Products, Inc.'s EIN is 47-0894108.
Download the official 2024 Form 5500 (PDF) for Best Choice Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Best Choice Products, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fully benefit-responsive investment contract * Principal Fixed Income Guaranteed Option Guaranteed Interest Contract | Other securities | — | — | $1.6M | 27.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $591K | 10.4% | |
| Fidelity Advisor Total Bond Fund Mutual Fund | Mutual Funds | — | — | $580K | 10.2% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $573K | 10.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $506K | 8.9% | |
| Fidelity Large Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $420K | 7.4% | |
| MFS International Diversification Fund Mutual Fund | Mutual Funds | — | — | $177K | 3.1% | |
| Investments American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $177K | 3.1% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $168K | 3.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $166K | 2.9% | |
| American Funds New World Fund Mutual Fund | Mutual Funds | — | — | $163K | 2.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $148K | 2.6% | |
| DFA U.S. Targeted Value Fund Mutual Fund | Mutual Funds | — | — | $116K | 2.0% | |
| MFS Mid Cap Value Fund Mutual Fund | Mutual Funds | — | — | $108K | 1.9% | |
| Fidelity Small Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $107K | 1.9% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $102K | 1.8% | |
| (E) | Other securities | — | — | $17K | 0.3% | |
| (E) | Other securities | — | — | $10K | 0.2% | |
| Fidelity Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $10K | 0.2% | |
| CUNA MUT LIFESTYLE INCOME CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| CMFG MUT LIFESTYLE CONS CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| CUNA MUT LIFESTYLE AGGR CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| CUNA MUTUAL DIVERS EQUITY CMFG LIFE INSURANCE COMPANY · EIN 27-4581799 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CUNA MUTUAL LIFESTYLE MOD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
