Plan Snapshot
- Plan Sponsor: World Choice Investments, LLC & Great Choice Investments, LLC
- Sponsor EIN: 621482653
- Sponsor Address: P.O. BOX 58, PIGEON FORGE, TN, 378680058
- Plan Type: 401(k)
- Total Participants: 633
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 633 | $7.2M | $270,471 | $513,351 |
| 2023 | 671 | $6.5M | $243,513 | $438,741 |
| 2022 | 393 | $5.6M | $195,603 | $441,353 |
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 |
|---|---|---|---|---|
| PYA, P.C. | Auditor | — | — | $0 |
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 | $75,748 | — | — | — | — |
| 2023 | $71,654 | — | — | — | — |
| 2022 | $72,536 | — | — | — | — |