Original filing (PDF)20250422222757NAL0004957041069

PERSONAL CHOICE FINANCIAL ADVISORS, LLC

Name: PERSONAL CHOICE FINANCIAL ADVISORS, LLC — PERSONAL CHOICE FINANCIAL ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: PERSONAL CHOICE FINANCIAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

PERSONAL CHOICE FINANCIAL ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

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.

Plan sponsor

Name

PERSONAL CHOICE FINANCIAL ADVISORS, LLC

EIN

83-2874851all filings

Address

4555 LAKE FOREST DRIVE · SUITE 650 · CINCINNATI, OH · 45242

Phone

(513) 588-8080

Industry

Finance & Insurancesee all

Plan administrator