Plan Snapshot
- Plan Sponsor: Choreo, LLC
- Sponsor EIN: 411944416
- Sponsor Address: 30 S WACKER DR, CHICAGO, IL, 60606
- Plan Type: DC
- Total Participants: 227
- Total Assets: $45.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 227 | $45.7M | $1.7M | $3.5M |
| 2023 | 225 | $37.9M | $1.4M | $2.9M |
| 2022 | 143 | $28.6M | $755,187 | $1.5M |
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 |
|---|---|---|---|---|
| COHNREZNICK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK — 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 | $16,000 | $2,994 | — | — | — |
| 2023 | $11,143 | $1,422 | $300 | — | — |
| 2022 | $5,210 | $370 | — | — | — |