Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CONSUMER DIRECTED CHOICES, INC.
EIN 16-1516618individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
3,379
7 WASHINGTON SQUARE - ALBANY, NY 12205518-464-0810cdchoices.orgLinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.0M assets / 3,379 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CONSUMER DIRECTED CHOICES, INC. 401(K) PLAN
401k
Assets$5.3M
Participants3,242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
CONSUMER DIRECTED CHOICES, INC. 401(K) RETIREMENT PLAN
401k
Assets$2.6M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONSUMER DIRECTED CHOICES, INC. 401(K) PLAN | 401k | $5.3M | 3,242 | 2024 | |
| 003 | CONSUMER DIRECTED CHOICES, INC. 401(K) RETIREMENT PLAN | 401k | $2.6M | 137 | 2025 |
Retirement plans
Welfare plans