Plan Snapshot
- Plan Sponsor: Choices Coordinated Care Solutions, INC.
- Sponsor EIN: 352005131
- Sponsor Address: 7941 CASTLEWAY DRIVE, INDIANAPOLIS, IN, 46250
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 309 | $11.1M | $411,602 | $914,771 |
| 2023 | 310 | $9.5M | $404,612 | $828,183 |
| 2022 | 291 | $8.3M | $382,882 | $743,974 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $89,144 | — | $89,144 | — | — |
| 2023 | $88,999 | — | $88,999 | — | — |
| 2022 | $71,095 | — | $71,095 | — | — |