How big is Personal Choice Financial Advisors, LLC's plan?

Personal Choice Financial Advisors, LLC's plan reported $220K in assets and 5 participants for 2024.

Original filing (PDF)20250422222757NAL0004957041069

Personal Choice Financial Advisors, LLC

Name: Personal Choice Financial Advisors, LLC — Form 5500 Plan 001 (2024)
Creator: Personal Choice Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personal Choice Financial Advisors 401(k) Plan

401(k) retirement plan · Personal Choice Financial Advisors, LLC's Personal Choice Financial Advisors 401(k) Plan held $220K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

Plan identifiers

Personal Choice Financial Advisors, LLC's EIN is 83-2874851.

EIN 83-2874851

Plan number 001

Plan year 2024

ACK ID 20250422222757NAL0004957041069

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Personal Choice Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Personal Choice Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERSONAL CHOICE FINANCIAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score