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Sponsor portfolio

CHOICE BENEFIT PLANS

EIN 35-2041208-insurance-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
8
20 NW 3RD STREET, STE 320 - EVANSVILLE, IN 47708812-422-6224LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#002CashBalance-$2.8M - 3 part#001401k-$2.2M - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • 401(K) PS PLAN (#001)44%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PS PLAN (#001)5
  • CASH BALANCE PLAN (#002)3
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHOICE BENEFIT PLANS, INC. CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CHOICE BENEFIT PLANS, INC. 401(K) PS PLAN

401k

Assets$2.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHOICE BENEFIT PLANS, INC. CASH BALANCE PLANCashBalance$2.8M32025
001CHOICE BENEFIT PLANS, INC. 401(K) PS PLAN401k$2.2M52025
Retirement plans
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