Choice Financial Group 401(k) Plan: Login, Facts & Contact Information
Choice Financial Group 401(k) Login
94 former Choice Financial Group employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Choice Financial Group 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $7.78 million went into the plan in contributions, $2.06 million of it from the employer (27%).
- $18.4 million was paid out to participants.
- Investment and other income added $6.07 million.
- Administrative expenses were $118,739, about $231 per account.
How the Choice Financial Group 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 444 | $31.1 million | $1.06 million | $2.72 million |
| 2020 | 469 | $37.1 million | $1.40 million | $2.89 million |
| 2021 | 505 | $43.4 million | $1.49 million | $4.37 million |
| 2022 | 498 | $37.1 million | $1.65 million | $5.33 million |
| 2023 | 572 | $46.2 million | $1.98 million | $4.96 million |
| 2024 | 602 | $41.6 million | $2.06 million | $18.4 million |
Choice Financial Group 401(k) Contact Information
Questions about the Choice Financial Group 401(k)
Does Choice Financial Group contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.06 million, 27% of all contributions.
Does the Choice Financial Group 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Choice Financial Group 401(k) plan?
602 participants at the start of plan year 2024, 435 of them active employees, and 94 former employees who still had money in the plan.
What is the average 401(k) balance at Choice Financial Group?
About $80,871 per account: $41.6 million in plan assets across 514 accounts with a balance at the end of plan year 2024.
Who manages the Choice Financial Group 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Choice Financial Group. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.