2023 Form 5500 filing — World Choice Investments, LLC & Great Choice Investments, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731121004NAL0012658451001) for World Choice Investments, LLC & Great Choice Investments, LLC 401(K) Plan, reported by World Choice Investments, LLC & Great Choice Investments, LLC under EIN 62-1482653 and plan number 001. It reports 915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731121004NAL0012658451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- World Choice Investments, LLC & Great Choice Investments, LLC
- EIN
- 62-1482653
- Plan number
- 001
- Location
- Pigeon Forge, TN
- Participants
- 915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,533,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,533,975
- Employer contributions
- $243,513
- Participant contributions
- $438,741
- Total income / additions
- $1,648,166
- Benefits paid
- $634,146
- Administrative expenses
- $71,654
- Total expenses
- $705,800
- Net increase / (decrease)
- $942,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $42,890 | $0 |
| Woodbury Financial Services | INVESTMENT ADVISORY- PLA | $14,878 | not reported in the loaded dataset |
| Erisa Services, Inc. | RECORDKEEPER | $11,196 | $0 |
| Rpa Financial, LLC | INVESTMENT ADVISORY - PL | $2,719 | not reported in the loaded dataset |