Choice Financial, Inc. 401 K Plan
Sponsored by Choice Financial, Inc. · EIN 461351150 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 112
- With balances
- 103
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kieckhafer Schiffer Llp | Accounting | $15,000 |
| Bfsg, Llc | Investment advisory (plan) | $5,000 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $2,961 |