World Choice Investments, LLC & Great Choice Investments, LLC 401(K) Plan — Form 5500 plan (World Choice Investments, LLC & Great Choice Investments, LLC)
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, World Choice Investments, LLC & Great Choice Investments, LLC 401(K) Plan is a benefit plan reported by World Choice Investments, LLC & Great Choice Investments, LLC under EIN 62-1482653 and plan number 001. The latest loaded filing year is 2023. The filing reports 915 participants and $6,533,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- World Choice Investments, LLC & Great Choice Investments, LLC
- EIN
- 62-1482653
- Plan number
- 001
- Plan type
- 2
- Location
- Pigeon Forge, TN
- Latest filing year
- 2023
- Participants
- 915
- End-of-year plan assets
- $6,533,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 915 | H, C | 20240731121004NAL0012658451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,533,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,533,975
- Net assets (BOY)
- $5,591,609
Income & contributions
- Employer contributions
- $243,513
- Participant contributions
- $438,741
- Total contributions
- $703,741
- Total income / additions
- $1,648,166
Expenses & distributions
- Benefits paid
- $634,146
- Administrative expenses
- $71,654
- Total expenses
- $705,800
- Net increase / (decrease)
- $942,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $42,890 | $0 | 2023 |
| Woodbury Financial Services | INVESTMENT ADVISORY- PLA | $14,878 | not reported in the loaded dataset | 2023 |
| Erisa Services, Inc. | RECORDKEEPER | $11,196 | $0 | 2023 |
| Rpa Financial, LLC | INVESTMENT ADVISORY - PL | $2,719 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for World Choice Investments, LLC & Great Choice Investments, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Pigeon Forge, TN
- Transamerica Retirement Solutions — Schedule C compensation
- Woodbury Financial Services — Schedule C compensation
- Erisa Services, Inc. — Schedule C compensation
- Rpa Financial, LLC — Schedule C compensation