Plan Ledger DOL Form 5500 · updated monthly

World Choice Investments, LLC & Great Choice Investments, LLC401(k)

WORLD CHOICE INVESTMENTS, LLC & GREAT CHOICE INVESTMENTS, LLC 401(K) PLAN · PIGEON FORGE, TN · plan year 2024

Reported admin expense ratio · 2024
1.10%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

World Choice Investments, LLC & Great Choice Investments, LLC reported $75,748 in plan administrative expenses for 2024: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $427 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.21% to 1.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Tennessee (951st of 1,496), and 805th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 393 to 633 since 2022.

Plan summary
Net assets, end of year$7,222,384
Participants with balances453
Active participants633
Employer contributions$270,471
Employee contributions$513,351
Employer contribution per active participant$427
Average account balance$15,943
Benefits paid to participants$753,979
Plan auditUnmodified (clean) audit opinion
AuditorPYA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 453 accts · $270K emplr
2023$6.5M · 450 accts · $244K emplr
2022$5.6M · 485 accts · $196K emplr
The World Choice Investments, LLC & Great Choice Investments, LLC 401(k) match · 2024
Employer contribution per active participant$427
Median for plans this size$1,313
2024$427 per active participant
2023$363 per active participant
2022$498 per active participant

World Choice Investments, LLC & Great Choice Investments, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$46,681
ERISA SERVICES, INC. · Recordkeeping · Loan processing$9,079
LPL FINANCIAL CORPORATION · Investment advisory (plan)$11,715
OSAIC WEALTH, INC. · Investment advisory (plan)$4,118
RPA FINANCIAL, LLC · Investment advisory (plan)$2,751
WOODBURY FINANCIAL SERVICES · Investment advisory (plan)$1,361

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ERISA SERVICES, INC., Transamerica
2023ERISA SERVICES, INC., Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75,748 · 1.10%
2023$71,654 · 1.18%
2022$72,536 · 1.21%
Same employer
Similar plansArts, Entertainment & Recreation · Tennessee
Nashville Zoo, Inc. TN$6.6M · 0.93%
The Escape Game, LLC TN$5.0M · 0.05%
Hillwood Country Club TN$4.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621482653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.