Michael Wildey signed Choice Schools Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Choice Schools Associates, LLC's EIN is 52-2113308.
Download the official 2024 Form 5500 (PDF) for Choice Schools Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Choice Schools Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | CUSTODIAL | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERV PLAN SERVICES, INC. | — | COLUMBIA, SC | RECORDKEEPER | $63K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Small Cap Value Fund III Class | Other securities | — | — | $6.2M | 25.9% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $2.0M | 8.1% | |
| Large Cap Value Fund Class | Other securities | — | — | $1.5M | 6.0% | |
| Pioneer Bond Fund | Other securities | — | — | $1.3M | 5.3% | |
| RELIANCE METLIFE GAC SERIES 25053 C RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.3% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $1.1M | 4.6% | |
| LARGE CAP GROWTH FUND III FEE CLASS GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.2% | |
| American Funds American Mutual Fund | Mutual Funds | — | $164K | $935K | 3.9% | |
| MFS International Intrinsic Value Fund | Mutual Funds | — | — | $907K | 3.8% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $805K | 3.3% | |
| Invesco International Small-Mid Company | Mutual Funds | — | — | $805K | 3.3% | |
| Parametric Commodity Strategy | Other securities | — | — | $778K | 3.2% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY TRUST LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $778K | 3.2% | |
| MFS Moderate Allocation Fund | Mutual Funds | — | — | $711K | 2.9% | |
| Small Cap Growth Fund II Fee Class R1 | Other securities | — | — | $669K | 2.8% | |
| American Funds 2050 Target Date | Mutual Funds | — | — | $616K | 2.6% | |
| American Funds 2040 Target Date | Mutual Funds | — | $142K | $581K | 2.4% | |
| Mid Cap Growth | Other securities | — | — | $566K | 2.3% | |
| MFS Growth Allocation Fund | Mutual Funds | — | — | $545K | 2.3% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $522K | 2.2% | |
| AllianzGI Convertible Institutional | Other securities | — | — | $522K | 2.2% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $351K | 1.5% | |
| JPMorgan US Equity | Other securities | — | — | $351K | 1.5% | |
| American Funds 2030 Target Date | Mutual Funds | — | — | $316K | 1.3% | |
| Goldman Sachs Em Mkts Eq Insghts Intl | Other securities | — | — | $261K | 1.1% | |
| DFA Large Cap International | Mutual Funds | — | — | $246K | 1.0% | |
| Invesco Small Cap Equity Fund | Mutual Funds | — | — | $246K | 1.0% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $246K | 1.0% | |
| Aristotle Floating Rate Income I | Bonds / Notes | — | — | $217K | 0.9% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | $164K | $190K | 0.8% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $170K | 0.7% | |
| Fidelity Advisor Financials | Mutual Funds | — | — | $135K | 0.6% | |
| Eaton Vance Income Fund of Boston A | Other securities | — | — | $129K | 0.5% | |
| SMALL CAP VALUE FUND III CL R1 GREAT GRAY TRUST LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $129K | 0.5% | |
| Hartford Balanced Income Fund | Other securities | — | — | $70K | 0.3% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $70K | 0.3% | |
| Participant Loans | Participant loans | — | $2K | $52K | 0.2% | |
| American Funds 2025 Target Date | Mutual Funds | — | $477K | $16K | <0.1% | |
| Hartford World Bond Fund | Other securities | — | — | $2K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2K | <0.1% | |
| Reliance MetLife GAC Series 25053 | Other securities | — | — | $703 | <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 |
|---|---|---|---|---|---|
| BLUEWATER ASSET MANAGEMENT | — | GRAND RAPIDS, MI | FINANCIAL ADVISOR | $72K | — |
