Choice Employer Solutions 401(k) plan

Choice Employer Solutions, Inc., Tampa, FL. EIN 20-2273417. Annual reports 2013–2024.

Choice Employer Solutions, Inc. has one active retirement plan on file, the Fourth Retirement Savings Plan, with 4,663 participants and $21.9 million in assets in 2024. Ameritas has been its recordkeeper since 2022. No traditional pension plan appears in Choice Employer Solutions's filings since 2013.

Active plans: 1
Participants: 4,663
Plan assets: $21.9 million
401(k) recordkeeper: Ameritas
Plans on file: 1
Industry: Other services

The plan

Fourth Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 333Employer EIN 20-2273417
Participants (2024): 4,663
Net assets (2024): $21.9 million
Recordkeeper: AmeritasEarlier: Schwab (2021), Pinnacle Financial Services (2014–2020)
Plan administrator: Choice Employer Solutions, Inc.
9007 Brittany Way
Tampa, FL 33619
(813) 643-4000As filed for 2024
In effect since: January 1, 2013

Earlier plan names: Choice Employer Solutions 401(k) Plan.

Year by year, 2013 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,663	$21.9 million	Ameritas
2023	5,708	$23.4 million	Ameritas
2022	4,707	$16.6 million	Ameritas
2021	1,317	$11.7 million	Schwab
2020	1,342	$16.4 million	Pinnacle Financial Services
2019	1,859	$18.0 million	Pinnacle Financial Services
2018	1,650	$20.2 million	Pinnacle Financial Services
2017	1,278	$15.9 million	Pinnacle Financial Services
2016	902	$9.7 million	Pinnacle Financial Services
2015	477	$8.1 million	Pinnacle Financial Services
2014	387	$7.6 million	Pinnacle Financial Services
2013	447	$6.3 million	not listed

If you had money in one of these plans

Call Ameritas, which runs the Fourth Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((813) 643-4000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Fourth Retirement Savings Plan

If you had money in one of these plans

What these numbers are

Other other services employers in FL