2023 Form 5500 filing — Choice Pooled Employer Plan I
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241230105814NAL0028757184001) for Choice Pooled Employer Plan I, reported by Smart Retirement Solutions, Inc. under EIN 88-1526902 and plan number 401. It reports 6,886 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230105814NAL0028757184001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Smart Retirement Solutions, Inc.
- EIN
- 88-1526902
- Plan number
- 401
- Location
- Nashville, TN
- Participants
- 6,886
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,243,303
- Total liabilities (EOY)
- $2,460,959
- Net assets (EOY)
- $88,782,344
- Employer contributions
- $2,998,940
- Participant contributions
- $4,187,122
- Total income / additions
- $12,405,088
- Benefits paid
- $2,544,761
- Administrative expenses
- $244,642
- Total expenses
- $2,789,403
- Net increase / (decrease)
- $9,615,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $111,795 | $0 |
| Transamerica Financial Life Ins | RECORD KEEPER | $107,107 | $0 |
| Trnasamerica Life Insurance Co | RECORD KEEPER | $30,273 | $0 |
| Rpa Financial LLC | INVESTMENT ADV-PLAN | $4,126 | not reported in the loaded dataset |
| Lpl Financial | BROKER | $0 | $1,214 |
| Equity Risk Solutions LLC | CONSULTING | $842 | not reported in the loaded dataset |