Civic Intelligence

Plan Compliance Services Inc.

Plan context: Secure Choice Pooled Employer Plan

EIN 59-3708427 • Alameda, CA • 66 filings • 25 plans

1105 Atlantic Avenue Suite 104Alameda, CA 94501
Current Snapshot

Latest Year

2024

2024 Participants

5,922

2024 Assets

$338,045,492

2024 Contributions

$77,004,128

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$338,045,492$169,022,746$0202120232024YearValue
$338,045,492Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5,9222,9610202120232024YearValue
5,922Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024225,922$338,045,492$77,004,128$13,003iApproximate average salary by contribution assumption: employee only about $325,077 at 4% or $216,718 at 6%; with 50% employer match about $216,718 at 4% or $144,478 at 6%; with 100% employer match about $162,538 at 4% or $108,359 at 6%.
Secure Choice Pooled Employer Plan-1,360$143,212,402$7,980,274$5,868iApproximate average salary by contribution assumption: employee only about $146,696 at 4% or $97,797 at 6%; with 50% employer match about $97,797 at 4% or $65,198 at 6%; with 100% employer match about $73,348 at 4% or $48,899 at 6%.
Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co'S-1,167$72,098,650$20,242,885$17,346iApproximate average salary by contribution assumption: employee only about $433,652 at 4% or $289,101 at 6%; with 50% employer match about $289,101 at 4% or $192,734 at 6%; with 100% employer match about $216,826 at 4% or $144,551 at 6%.
Enterprise Select Premier Pooled Employer Plan-1,302$28,464,755$3,847,571$2,955iApproximate average salary by contribution assumption: employee only about $73,878 at 4% or $49,252 at 6%; with 50% employer match about $49,252 at 4% or $32,835 at 6%; with 100% employer match about $36,939 at 4% or $24,626 at 6%.
Risk Strategies Prevailing Wage Retirement Program-5,922$22,878,191$13,176,418$2,225iApproximate average salary by contribution assumption: employee only about $55,625 at 4% or $37,083 at 6%; with 50% employer match about $37,083 at 4% or $24,722 at 6%; with 100% employer match about $27,812 at 4% or $18,542 at 6%.
Onedigital Pooled Employer Plan-1,506$14,002,706$8,456,782$5,615iApproximate average salary by contribution assumption: employee only about $140,385 at 4% or $93,590 at 6%; with 50% employer match about $93,590 at 4% or $62,393 at 6%; with 100% employer match about $70,192 at 4% or $46,795 at 6%.
Qbox Pooled Employer Plan-313$10,975,847$1,407,160$4,496iApproximate average salary by contribution assumption: employee only about $112,393 at 4% or $74,929 at 6%; with 50% employer match about $74,929 at 4% or $49,952 at 6%; with 100% employer match about $56,196 at 4% or $37,464 at 6%.
Sca Great Lakes Pooled Employer Plan-239$7,917,293$1,147,180$4,800iApproximate average salary by contribution assumption: employee only about $119,998 at 4% or $79,999 at 6%; with 50% employer match about $79,999 at 4% or $53,332 at 6%; with 100% employer match about $59,999 at 4% or $39,999 at 6%.
Secure Choice 403(B) Retirement Savings Plan-373$7,360,079$7,400,303$19,840iApproximate average salary by contribution assumption: employee only about $495,999 at 4% or $330,666 at 6%; with 50% employer match about $330,666 at 4% or $220,444 at 6%; with 100% employer match about $247,999 at 4% or $165,333 at 6%.
The Doctor'S Retirement Plan-89$5,760,861$2,827,320$31,768iApproximate average salary by contribution assumption: employee only about $794,191 at 4% or $529,461 at 6%; with 50% employer match about $529,461 at 4% or $352,974 at 6%; with 100% employer match about $397,096 at 4% or $264,730 at 6%.
Secure Choice 401(K) Plan-767$5,142,180$2,028,288$2,644iApproximate average salary by contribution assumption: employee only about $66,111 at 4% or $44,074 at 6%; with 50% employer match about $44,074 at 4% or $29,383 at 6%; with 100% employer match about $33,056 at 4% or $22,037 at 6%.
Unison Risk Advisors Pooled Employer Plan-512$4,987,736$1,508,363$2,946iApproximate average salary by contribution assumption: employee only about $73,651 at 4% or $49,100 at 6%; with 50% employer match about $49,100 at 4% or $32,734 at 6%; with 100% employer match about $36,825 at 4% or $24,550 at 6%.
Envision Retirement Savings Plan-301$4,125,788$1,312,221$4,360iApproximate average salary by contribution assumption: employee only about $108,988 at 4% or $72,659 at 6%; with 50% employer match about $72,659 at 4% or $48,439 at 6%; with 100% employer match about $54,494 at 4% or $36,329 at 6%.
Tag(K) Pooled Employer Plan-220$3,532,281$2,754,662$12,521iApproximate average salary by contribution assumption: employee only about $313,030 at 4% or $208,687 at 6%; with 50% employer match about $208,687 at 4% or $139,124 at 6%; with 100% employer match about $156,515 at 4% or $104,343 at 6%.
Spark Members Pooled 401(K) Retirement Plan-78$1,789,410$545,219$6,990iApproximate average salary by contribution assumption: employee only about $174,750 at 4% or $116,500 at 6%; with 50% employer match about $116,500 at 4% or $77,667 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
Secure Retirement 403(B) Pooled Employer Plan-267$1,748,830$460,384$1,724iApproximate average salary by contribution assumption: employee only about $43,107 at 4% or $28,738 at 6%; with 50% employer match about $28,738 at 4% or $19,159 at 6%; with 100% employer match about $21,554 at 4% or $14,369 at 6%.
Sca Great Lakes Pooled Employer Plan-18$1,195,123$652,675$36,260iApproximate average salary by contribution assumption: employee only about $906,493 at 4% or $604,329 at 6%; with 50% employer match about $604,329 at 4% or $402,886 at 6%; with 100% employer match about $453,247 at 4% or $302,164 at 6%.
Ppi 401(K) Retirement Plan-317$1,075,834$382,346$1,206iApproximate average salary by contribution assumption: employee only about $30,153 at 4% or $20,102 at 6%; with 50% employer match about $20,102 at 4% or $13,402 at 6%; with 100% employer match about $15,077 at 4% or $10,051 at 6%.
Next(K) Retirement Solutions-399$834,966$432,698$1,084iApproximate average salary by contribution assumption: employee only about $27,111 at 4% or $18,074 at 6%; with 50% employer match about $18,074 at 4% or $12,050 at 6%; with 100% employer match about $13,556 at 4% or $9,037 at 6%.
Puzzle Wealth Solutions Pooled Employer Plan-11$455,209$111,427$10,130iApproximate average salary by contribution assumption: employee only about $253,243 at 4% or $168,829 at 6%; with 50% employer match about $168,829 at 4% or $112,553 at 6%; with 100% employer match about $126,622 at 4% or $84,414 at 6%.
Cpc Retirement Savings Plan-1,482$380,468$319,049$215iApproximate average salary by contribution assumption: employee only about $5,382 at 4% or $3,588 at 6%; with 50% employer match about $3,588 at 4% or $2,392 at 6%; with 100% employer match about $2,691 at 4% or $1,794 at 6%.
Socially Responsible Pooled Employer Plan-8$106,883--
Green Future Esg Pooled Employer Plan-0-$10,903-
2023211,466$137,578,050$31,849,341$21,725iApproximate average salary by contribution assumption: employee only about $543,133 at 4% or $362,089 at 6%; with 50% employer match about $362,089 at 4% or $241,393 at 6%; with 100% employer match about $271,567 at 4% or $181,044 at 6%.
Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co'S-773$54,678,450$4,492,448$5,812iApproximate average salary by contribution assumption: employee only about $145,293 at 4% or $96,862 at 6%; with 50% employer match about $96,862 at 4% or $64,575 at 6%; with 100% employer match about $72,646 at 4% or $48,431 at 6%.
Enterprise Select Premier Pooled Employer Plan-299$13,134,007$198,730$665iApproximate average salary by contribution assumption: employee only about $16,616 at 4% or $11,077 at 6%; with 50% employer match about $11,077 at 4% or $7,385 at 6%; with 100% employer match about $8,308 at 4% or $5,539 at 6%.
Risk Strategies Prevailing Wage Retirement Program-1,350$11,406,465$778,821$577iApproximate average salary by contribution assumption: employee only about $14,423 at 4% or $9,615 at 6%; with 50% employer match about $9,615 at 4% or $6,410 at 6%; with 100% employer match about $7,211 at 4% or $4,808 at 6%.
Qbox Pooled Employer Plan-277$9,664,515$1,185,012$4,278iApproximate average salary by contribution assumption: employee only about $106,951 at 4% or $71,300 at 6%; with 50% employer match about $71,300 at 4% or $47,534 at 6%; with 100% employer match about $53,475 at 4% or $35,650 at 6%.
Tag(K) Pooled Employer Plan-303$9,345,820$6,646,370$21,935iApproximate average salary by contribution assumption: employee only about $548,380 at 4% or $365,587 at 6%; with 50% employer match about $365,587 at 4% or $243,725 at 6%; with 100% employer match about $274,190 at 4% or $182,793 at 6%.
Sca Great Lakes Pooled Employer Plan-239$8,282,651$3,066,386$12,830iApproximate average salary by contribution assumption: employee only about $320,752 at 4% or $213,834 at 6%; with 50% employer match about $213,834 at 4% or $142,556 at 6%; with 100% employer match about $160,376 at 4% or $106,917 at 6%.
The Doctor'S Retirement Plan-95$8,009,176$577,280$6,077iApproximate average salary by contribution assumption: employee only about $151,916 at 4% or $101,277 at 6%; with 50% employer match about $101,277 at 4% or $67,518 at 6%; with 100% employer match about $75,958 at 4% or $50,639 at 6%.
Onedigital Pooled Employer Plan-1,466$7,239,128$6,106,896$4,166iApproximate average salary by contribution assumption: employee only about $104,142 at 4% or $69,428 at 6%; with 50% employer match about $69,428 at 4% or $46,285 at 6%; with 100% employer match about $52,071 at 4% or $34,714 at 6%.
Unison Risk Advisors Pooled Employer Plan-537$3,576,118$1,191,288$2,218iApproximate average salary by contribution assumption: employee only about $55,460 at 4% or $36,974 at 6%; with 50% employer match about $36,974 at 4% or $24,649 at 6%; with 100% employer match about $27,730 at 4% or $18,487 at 6%.
Secure Choice 401(K) Plan-626$3,040,164$1,472,738$2,353iApproximate average salary by contribution assumption: employee only about $58,815 at 4% or $39,210 at 6%; with 50% employer match about $39,210 at 4% or $26,140 at 6%; with 100% employer match about $29,408 at 4% or $19,605 at 6%.
INSIGHT FINANCIAL PARTNERS POOLED EMPLOYER PLAN-16$2,930,858$254,235$15,890iApproximate average salary by contribution assumption: employee only about $397,242 at 4% or $264,828 at 6%; with 50% employer match about $264,828 at 4% or $176,552 at 6%; with 100% employer match about $198,621 at 4% or $132,414 at 6%.
Envision Retirement Savings Plan-228$2,489,478$918,603$4,029iApproximate average salary by contribution assumption: employee only about $100,724 at 4% or $67,149 at 6%; with 50% employer match about $67,149 at 4% or $44,766 at 6%; with 100% employer match about $50,362 at 4% or $33,575 at 6%.
Spark Members Pooled 401(K) Retirement Plan-141$1,220,855$455,823$3,233iApproximate average salary by contribution assumption: employee only about $80,820 at 4% or $53,880 at 6%; with 50% employer match about $53,880 at 4% or $35,920 at 6%; with 100% employer match about $40,410 at 4% or $26,940 at 6%.
Ppi 401(K) Retirement Plan-264$1,164,000$1,213,486$4,597iApproximate average salary by contribution assumption: employee only about $114,913 at 4% or $76,609 at 6%; with 50% employer match about $76,609 at 4% or $51,073 at 6%; with 100% employer match about $57,457 at 4% or $38,304 at 6%.
Next(K) Retirement Solutions-885$416,984$301,396$341iApproximate average salary by contribution assumption: employee only about $8,514 at 4% or $5,676 at 6%; with 50% employer match about $5,676 at 4% or $3,784 at 6%; with 100% employer match about $4,257 at 4% or $2,838 at 6%.
Secure Choice Pooled Employer Plan-6$355,478$326,346$54,391iApproximate average salary by contribution assumption: employee only about $1,359,775 at 4% or $906,517 at 6%; with 50% employer match about $906,517 at 4% or $604,344 at 6%; with 100% employer match about $679,888 at 4% or $453,258 at 6%.
Puzzle Wealth Solutions Pooled Employer Plan-11$290,246$160,339$14,576iApproximate average salary by contribution assumption: employee only about $364,407 at 4% or $242,938 at 6%; with 50% employer match about $242,938 at 4% or $161,959 at 6%; with 100% employer match about $182,203 at 4% or $121,469 at 6%.
SECURE RETIREMENT POOLED EMPLOYER PLAN-33$149,220$1,763,165$53,429iApproximate average salary by contribution assumption: employee only about $1,335,731 at 4% or $890,487 at 6%; with 50% employer match about $890,487 at 4% or $593,658 at 6%; with 100% employer match about $667,866 at 4% or $445,244 at 6%.
Socially Responsible Pooled Employer Plan-40$106,225$670,829$16,771iApproximate average salary by contribution assumption: employee only about $419,268 at 4% or $279,512 at 6%; with 50% employer match about $279,512 at 4% or $186,341 at 6%; with 100% employer match about $209,634 at 4% or $139,756 at 6%.
Cpc Retirement Savings Plan-1,284$62,850$55,067$43iApproximate average salary by contribution assumption: employee only about $1,072 at 4% or $715 at 6%; with 50% employer match about $715 at 4% or $477 at 6%; with 100% employer match about $536 at 4% or $357 at 6%.
Green Future Esg Pooled Employer Plan-2$15,362$14,083$7,042iApproximate average salary by contribution assumption: employee only about $176,038 at 4% or $117,358 at 6%; with 50% employer match about $117,358 at 4% or $78,239 at 6%; with 100% employer match about $88,019 at 4% or $58,679 at 6%.
202215742$34,988,856$17,909,410$24,137iApproximate average salary by contribution assumption: employee only about $603,417 at 4% or $402,278 at 6%; with 50% employer match about $402,278 at 4% or $268,185 at 6%; with 100% employer match about $301,708 at 4% or $201,139 at 6%.
Qbox Pooled Employer Plan-214$6,399,377$7,104,189$33,197iApproximate average salary by contribution assumption: employee only about $829,929 at 4% or $553,286 at 6%; with 50% employer match about $553,286 at 4% or $368,857 at 6%; with 100% employer match about $414,964 at 4% or $276,643 at 6%.
Sca Great Lakes Pooled Employer Plan-195$5,121,859$812,291$4,166iApproximate average salary by contribution assumption: employee only about $104,140 at 4% or $69,427 at 6%; with 50% employer match about $69,427 at 4% or $46,284 at 6%; with 100% employer match about $52,070 at 4% or $34,713 at 6%.
SECURE RETIREMENT POOLED EMPLOYER PLAN-380$4,911,597$2,148,475$5,654iApproximate average salary by contribution assumption: employee only about $141,347 at 4% or $94,231 at 6%; with 50% employer match about $94,231 at 4% or $62,821 at 6%; with 100% employer match about $70,674 at 4% or $47,116 at 6%.
The Doctor'S Retirement Plan-21$3,374,228$141,167$6,722iApproximate average salary by contribution assumption: employee only about $168,056 at 4% or $112,037 at 6%; with 50% employer match about $112,037 at 4% or $74,692 at 6%; with 100% employer match about $84,028 at 4% or $56,019 at 6%.
Tag(K) Pooled Employer Plan-137$2,822,445$793,294$5,790iApproximate average salary by contribution assumption: employee only about $144,762 at 4% or $96,508 at 6%; with 50% employer match about $96,508 at 4% or $64,339 at 6%; with 100% employer match about $72,381 at 4% or $48,254 at 6%.
Onedigital Pooled Employer Plan-496$2,646,237$2,733,271$5,511iApproximate average salary by contribution assumption: employee only about $137,766 at 4% or $91,844 at 6%; with 50% employer match about $91,844 at 4% or $61,229 at 6%; with 100% employer match about $68,883 at 4% or $45,922 at 6%.
INSIGHT FINANCIAL PARTNERS POOLED EMPLOYER PLAN-20$2,353,627$241,499$12,075iApproximate average salary by contribution assumption: employee only about $301,874 at 4% or $201,249 at 6%; with 50% employer match about $201,249 at 4% or $134,166 at 6%; with 100% employer match about $150,937 at 4% or $100,625 at 6%.
Unison Risk Advisors Pooled Employer Plan-560$2,143,162$1,121,787$2,003iApproximate average salary by contribution assumption: employee only about $50,080 at 4% or $33,387 at 6%; with 50% employer match about $33,387 at 4% or $22,258 at 6%; with 100% employer match about $25,040 at 4% or $16,693 at 6%.
Socially Responsible Pooled Employer Plan-65$2,139,727$373,108$5,740iApproximate average salary by contribution assumption: employee only about $143,503 at 4% or $95,669 at 6%; with 50% employer match about $95,669 at 4% or $63,779 at 6%; with 100% employer match about $71,752 at 4% or $47,834 at 6%.
Envision Retirement Savings Plan-196$1,272,178$847,156$4,322iApproximate average salary by contribution assumption: employee only about $108,056 at 4% or $72,037 at 6%; with 50% employer match about $72,037 at 4% or $48,025 at 6%; with 100% employer match about $54,028 at 4% or $36,019 at 6%.
Secure Choice 401(K) Plan-142$933,701$913,742$6,435iApproximate average salary by contribution assumption: employee only about $160,870 at 4% or $107,247 at 6%; with 50% employer match about $107,247 at 4% or $71,498 at 6%; with 100% employer match about $80,435 at 4% or $53,623 at 6%.
Spark Members Pooled 401(K) Retirement Plan-130$738,326$544,994$4,192iApproximate average salary by contribution assumption: employee only about $104,807 at 4% or $69,871 at 6%; with 50% employer match about $69,871 at 4% or $46,581 at 6%; with 100% employer match about $52,403 at 4% or $34,936 at 6%.
Puzzle Wealth Solutions Pooled Employer Plan-10$91,856$92,669$9,267iApproximate average salary by contribution assumption: employee only about $231,673 at 4% or $154,448 at 6%; with 50% employer match about $154,448 at 4% or $102,966 at 6%; with 100% employer match about $115,836 at 4% or $77,224 at 6%.
Next(K) Retirement Solutions-742$33,274$34,310$46iApproximate average salary by contribution assumption: employee only about $1,156 at 4% or $771 at 6%; with 50% employer match about $771 at 4% or $514 at 6%; with 100% employer match about $578 at 4% or $385 at 6%.
Cpc Retirement Savings Plan-20$7,262$7,458$373iApproximate average salary by contribution assumption: employee only about $9,323 at 4% or $6,215 at 6%; with 50% employer match about $6,215 at 4% or $4,143 at 6%; with 100% employer match about $4,661 at 4% or $3,108 at 6%.
20218357$18,052,587$9,353,007$26,199iApproximate average salary by contribution assumption: employee only about $654,972 at 4% or $436,648 at 6%; with 50% employer match about $436,648 at 4% or $291,099 at 6%; with 100% employer match about $327,486 at 4% or $218,324 at 6%.
Sca Great Lakes Pooled Employer Plan-165$6,404,292$6,292,582$38,137iApproximate average salary by contribution assumption: employee only about $953,422 at 4% or $635,614 at 6%; with 50% employer match about $635,614 at 4% or $423,743 at 6%; with 100% employer match about $476,711 at 4% or $317,807 at 6%.
SECURE RETIREMENT POOLED EMPLOYER PLAN-357$3,935,129$869,274$2,435iApproximate average salary by contribution assumption: employee only about $60,874 at 4% or $40,582 at 6%; with 50% employer match about $40,582 at 4% or $27,055 at 6%; with 100% employer match about $30,437 at 4% or $20,291 at 6%.
SECURE RETIREMENT POOLED EMPLOYER PLAN ANDERSON LAW GROUP, PLLC.-246$3,915,088$869,274$3,534iApproximate average salary by contribution assumption: employee only about $88,341 at 4% or $58,894 at 6%; with 50% employer match about $58,894 at 4% or $39,263 at 6%; with 100% employer match about $44,170 at 4% or $29,447 at 6%.
INSIGHT FINANCIAL PARTNERS POOLED EMPLOYER PLAN-18$2,558,266$134,009$7,445iApproximate average salary by contribution assumption: employee only about $186,124 at 4% or $124,082 at 6%; with 50% employer match about $124,082 at 4% or $82,722 at 6%; with 100% employer match about $93,062 at 4% or $62,041 at 6%.
Envision Retirement Savings Plan-112$585,952$541,559$4,835iApproximate average salary by contribution assumption: employee only about $120,884 at 4% or $80,589 at 6%; with 50% employer match about $80,589 at 4% or $53,726 at 6%; with 100% employer match about $60,442 at 4% or $40,295 at 6%.
Unison Risk Advisors Pooled Employer Plan-95$296,233$292,183$3,076iApproximate average salary by contribution assumption: employee only about $76,890 at 4% or $51,260 at 6%; with 50% employer match about $51,260 at 4% or $34,173 at 6%; with 100% employer match about $38,445 at 4% or $25,630 at 6%.
Spark Members Pooled 401(K) Retirement Plan-38$289,190$287,279$7,560iApproximate average salary by contribution assumption: employee only about $188,999 at 4% or $126,000 at 6%; with 50% employer match about $126,000 at 4% or $84,000 at 6%; with 100% employer match about $94,500 at 4% or $63,000 at 6%.
Tag(K) Pooled Employer Plan-17$68,437$66,847$3,932iApproximate average salary by contribution assumption: employee only about $98,304 at 4% or $65,536 at 6%; with 50% employer match about $65,536 at 4% or $43,691 at 6%; with 100% employer match about $49,152 at 4% or $32,768 at 6%.