# Choreo, LLC DC Plan
Source: https://planprovider.pro/companies/choreo-llc-plan-001

> Choreo, LLC's DC plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/goldman-sachs) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/choreo-llc-plan-001)

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