· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHOICE GROUP, INC. — THE CHOICE GROUP, INC. 401(K) PSP & TRUST, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231012085859NAL0020049043001
CHOICE GROUP, INC.
Form 5500-SF
FILING_RECEIVED
THE CHOICE GROUP, INC. 401(K) PSP & TRUST
401(k) retirement plan
Active participants
59
Accounts w/ balance
38
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
CHOICE GROUP, INC.
.
Find decision makers
Plan sponsor
Name
CHOICE GROUP, INC.
EIN
54-1908275
Address
4807 RADFORD AVENUE · SUITE 106 · RICHMOND, VA · 23230
Phone
(804) 278-9151
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
PALO ALTO COMMUNITY CHILD CARE
PALO ALTO COMMUNITY CHILD CARE 401(K) PLAN
$1.2M · 174 participants
GIFFT HILL SCHOOL
GIFFT HILL SCHOOL 403(B) DC PLAN
$1.2M · 26 participants
KULANU ACADEMY
KULANU 403(B) PLAN
$1.2M · 119 participants
G.R.E.A.T. KIDS W/ADHD
GREAT LAKES ACADEMY 403(B) PLAN
$1.2M · 19 participants
MINNIE STEVENS PIPER FOUNDATION
MINNIE STEVENS PIPER FOUNDATION RETIREMENT PLAN
$1.2M · 7 participants
80
Knocking points off
64% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE PHELPS SCHOOL
THE PHELPS SCHOOL 401(K) PLAN
$1.2M · 33 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
