Choice Schools Profit Sharing Plan
Sponsored by Choice Schools Associates, Llc · EIN 522113308 · Plan #001
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 994
- With balances
- 1,161
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bluewater Asset Management, Llc CRD 329406 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bluewater Asset Management | Investment management, Investment management fees (direct) | $71,708 |
| Penserv Plan Services, Inc. | Recordkeeping, Recordkeeping fees | $62,796 |
| Matrix Trust Company | Custodial (securities), Recordkeeping fees | $11,421 |