Fourth Retirement Savings Plan — Form 5500 plan (Choice Employer Solutions, Inc.)

Plain-English plan 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, Fourth Retirement Savings Plan is a benefit plan reported by Choice Employer Solutions, Inc. under EIN 20-2273417 and plan number 333. The latest loaded filing year is 2023. The filing reports 6,691 participants and $23,428,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Choice Employer Solutions, Inc.
EIN
20-2273417
Plan number
333
Plan type
3
Location
Tampa, FL
Latest filing year
2023
Participants
6,691
End-of-year plan assets
$23,428,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,691H, C20250220081328NAL0012482466001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,428,346
Total liabilities (EOY)
$2,194
Net assets (EOY)
$23,426,152
Net assets (BOY)
$16,625,594

Income & contributions

Employer contributions
$700,959
Participant contributions
$3,207,249
Total contributions
$3,953,419
Total income / additions
$7,111,357

Expenses & distributions

Benefits paid
$2,384,587
Administrative expenses
$214,168
Total expenses
$2,651,801
Net increase / (decrease)
$4,459,556

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$179,622not reported in the loaded dataset2023
Bks Financial Investments LLCNONE$29,982not reported in the loaded dataset2023
Charles Schwab BankNONE$4,564$02023

Related Form 5500 pages