Assets by plan
Share of aggregate retirement assets
Filings through .
Choice Group LLC
EIN 11-3796104financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Health & Benefits
0
Participants
6
36600 N PIMA P.O. BOX 1011 - CAREFREE, AZ 853771011480-905-1900LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CHOICE GROUP LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$1.1M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CHOICE GROUP LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$365K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CHOICE GROUP LLC CASH BALANCE PENSION PLAN | Cash balance | $1.1M | 3 | 2025 |
| #001 | CHOICE GROUP LLC 401(K) PROFIT SHARING PLAN | 401(k) | $365K | 3 | 2025 |
- #002 · Cash balance · 20253
- #001 · 401(k) · 20253
Retirement plans