Choice Pooled Employer Plan I — Form 5500 plan (Smart Retirement 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, Choice Pooled Employer Plan I is a benefit plan reported by Smart Retirement Solutions, Inc. under EIN 88-1526902 and plan number 401. The latest loaded filing year is 2023. The filing reports 6,886 participants and $91,243,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smart Retirement Solutions, Inc.
- EIN
- 88-1526902
- Plan number
- 401
- Plan type
- 3
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 6,886
- End-of-year plan assets
- $91,243,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,886 | H, C | 20241230105814NAL0028757184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,243,303
- Total liabilities (EOY)
- $2,460,959
- Net assets (EOY)
- $88,782,344
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $2,998,940
- Participant contributions
- $4,187,122
- Total contributions
- $7,764,225
- Total income / additions
- $12,405,088
Expenses & distributions
- Benefits paid
- $2,544,761
- Administrative expenses
- $244,642
- Total expenses
- $2,789,403
- Net increase / (decrease)
- $9,615,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $111,795 | $0 | 2023 |
| Transamerica Financial Life Ins | RECORD KEEPER | $107,107 | $0 | 2023 |
| Trnasamerica Life Insurance Co | RECORD KEEPER | $30,273 | $0 | 2023 |
| Rpa Financial LLC | INVESTMENT ADV-PLAN | $4,126 | not reported in the loaded dataset | 2023 |
| Lpl Financial | BROKER | $0 | $1,214 | 2023 |
| Equity Risk Solutions LLC | CONSULTING | $842 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smart Retirement Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Transamerica Financial Life Ins — Schedule C compensation
- Trnasamerica Life Insurance Co — Schedule C compensation
- Rpa Financial LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Equity Risk Solutions LLC — Schedule C compensation