Filings through .
Choreo LLC
Matched across 3 name variants in the filings
Choreo LLC summary
Choreo LLC appears on 21 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $20.9B in assets for 46,320 participants. The median client plan holds $30.2M. Most client plans are sponsored in IL, IA and GA. The largest clients by plan assets are Delta Air Lines, Inc., Carle Foundation Hospital and Affiliates and The Iowa Clinic, P.C.. Plans reported $812K in direct and indirect compensation paid to Choreo LLC. The median is $40K per plan.
- Participants
- 46,320
- Median plan assets
- $30.2M
- Median plan participants
- 244
- Median fees per plan
- $40K
- Schedule C direct + indirect
Top 21 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Delta Air Lines, Inc. | GA | $18.3B | 17,720 |
| Carle Foundation Hospital and Affiliates | IL | $1.4B | 18,886 |
| The Iowa Clinic, P.C. | IA | $372M | 1,856 |
| Carle Holding Company, Inc. | IL | $330M | 2,487 |
| Central Illinois Radiological Associates, Ltd. | IL | $131M | 186 |
| Helm Group, Inc. | IL | $76.6M | 438 |
| The Rasmussen Group, Inc. | IA | $55.8M | 998 |
| Prent Corporation | WI | $49.4M | 474 |
| Turf Equipment & Supply Company, Inc. | MD | $34.3M | 244 |
| Penn Power Group, LLC, plan 001 | PA | $33.1M | 575 |
| Illinois Mutual Life Insurance Company | IL | $30.2M | 242 |
| Derry Enterprises, Inc. Dba Field Fastener Supply Company | IL | $26.9M | 337 |
| Winamac Coil Spring, Inc. | IN | $19.6M | 173 |
| Cbe Companies, Inc. | IA | $18.4M | 677 |
| Gates Automotive Corporation | IN | $18.3M | 0 |
| Goex Corporation | WI | $14.1M | 233 |
| Medical Care Development, Inc. | ME | $12.7M | 237 |
| Tipperary Sales, Inc. | GA | $10.7M | 152 |
| Penn Power Group, LLC, plan 003 | PA | $8.1M | 143 |
| Zoo Digital Production | CA | $6.4M | 135 |
| Two Brothers Brewing Company | IL | $3.5M | 127 |
- Delta Air Lines, Inc.$18.3BGAParticipants 17,720
- ILParticipants 18,886
- IAParticipants 1,856
- ILParticipants 2,487
- ILParticipants 186
- Helm Group, Inc.$76.6MILParticipants 438
- IAParticipants 998
- Prent Corporation$49.4MWIParticipants 474
- MDParticipants 244
- PAParticipants 575
- ILParticipants 242
- ILParticipants 337
- INParticipants 173
- Cbe Companies, Inc.$18.4MIAParticipants 677
- INParticipants 0
- Goex Corporation$14.1MWIParticipants 233
- MEParticipants 237
- Tipperary Sales, Inc.$10.7MGAParticipants 152
- PAParticipants 143
- CAParticipants 135
- ILParticipants 127
Top client states
- IL7 plans
- IA3 plans
- GA2 plans
- IN2 plans
- PA2 plans
Frequently asked questions
- Who uses Choreo LLC?
- 21 retirement plans list Choreo LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Delta Air Lines, Inc., Carle Foundation Hospital and Affiliates, The Iowa Clinic, P.C., Carle Holding Company, Inc. and Central Illinois Radiological Associates, Ltd.. Most client plans are sponsored in IL, IA and GA.
- How many plans does Choreo LLC serve?
- Choreo LLC serves 21 retirement plans with $20.9B in plan assets and 46,320 participants, based on the latest Form 5500 filings through 2024.
- What does Choreo LLC charge?
- Plans reported $812K in total Schedule C compensation paid to Choreo LLC. The median plan paid $40K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served21+3 YoYRank #782 of mapped providers
Assets under administration$20.9B0.0%Rank #693 by share of filed assets
Fees received$811,555Median $40,000/planSum across Schedule C direct + indirect
Net wins YoY+25 won - 3 lostPlan-level switch detection
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