Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Choreo LLC
Choreo LLC
- Service provider, as named on Schedule C
- EIN 411944416
- Plan year 2024
- Direct compensation reported $376,125
Assets of those plans
$17,295,138,112
0.22% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$376,125
83% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 6 |
| 50 | Direct payment from the plan | 4 |
| 99 | Other fees | 3 |
| 16 | Consulting (general) | 2 |
| 26 | Investment advisory (participants) | 2 |
| 10 | Accounting (including auditing) | 1 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines | $15,928,334,925 | 17,527 | $6,093 |
| Stepan Company Savings and Investment Retirement Plan | Stepan | $395,436,987 | 1,765 | $51,250 |
| Carle Profit Sharing Plan | Carle Holding | $329,564,140 | 2,394 | $31,381 |
| The Iowa Clinic 401(k) Profit Sharing Plan | Iowa Clinic | $328,901,653 | 1,794 | $6,438 |
| Advance Trading, Inc. 401(k) Plan and ESOP | Advance Trading | $98,313,394 | 123 | $7,581 |
| Helm Group, Inc. 401(k) Plan | Helm Group | $63,947,838 | 305 | $80,000 |
| The Rasmussen Group, Inc. 401(k) Retirement Plan | Rasmussen Group | $46,519,916 | 730 | $41,877 |
| Illinois Mutual 401(k) Retirement Savings Plan | Illinois Mutual Life Insurance | $27,645,305 | 234 | $48,000 |
| Rhodes Financial Services, LLC 401(k) Planrecordkeeper | Rhodes Financial Services | $27,640,007 | 248 | $63,505 |
| Field 401(k) Retirement Plan | Derry Enterprises Inc. DBA Field Fastener Supply | $21,230,009 | 322 | $40,000 |
| Kreg Enterprises, Inc., DBA Kreg Tool Company 401(k) Plan | Kreg Enterprises Inc. DBA Kreg Tool | $14,687,333 | 218 | $0 |
| Tipperary Sales, Inc. Profit Sharing Plan | Tipperary Sales | $12,916,605 | 148 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.