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Form 5500 · Retirement plan · PIGEON FORGE, TN

WORLD CHOICE INVESTMENTS, LLC & GREAT CHOICE INVESTMENTS, LLC

The filing calls this plan WORLD CHOICE INVESTMENTS, LLC & GREAT CHOICE INVESTMENTS, LLC 401(K) PLAN.

WORLD CHOICE INVESTMENTS, LLC & GREAT CHOICE INVESTMENTS, LLC of PIGEON FORGE, TN's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1482653 · plan 001 · plan year 2025, filed Aug 28, 2026

Participants at the start of the year
752
Contracts on file
1
Contract value
$228,091
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

The contracts held $228,091 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC500December$228,091$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ERISA 3(16) SERVICES
EIN 81-2035355
TRANSAMERICA RETIREMENT SOLUTIONS
Recordkeeping and information management · EIN 13-3689044
$56,746
paid directly by the plan
LPL FINANCIAL CORPORATION
INVESTMENT ADVISORY - PL · EIN 04-3046611
$23,660
paid directly by the plan
ERISA SERVICES, INC.
Recordkeeping and information management · EIN 62-1200951
$4,925
paid directly by the plan
RPA FINANCIAL, LLC
INVESTMENT ADVISORY - PL · EIN 83-1143379
$3,786
paid directly by the plan
TRANSAMERICA TRUST COMPANY
TRUSTEE · EIN 42-0947998
$50
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$10,780,509
Paid out in benefits
$674,968
Participants at the start of the year
752
Participants with account balances
521

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Welfare Benefit PlanInsured benefit plan · 6 Schedule A contractsRenews ~Jan 1

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