Original filing (PDF)20250912133035NAL0001996672001

THE UNITED STATES GOLF ASSOCIATION

Name: THE UNITED STATES GOLF ASSOCIATION — USGA DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023)
Creator: THE UNITED STATES GOLF ASSOCIATION

Form 5500

FILING_RECEIVED

USGA DEFINED CONTRIBUTION RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

354

Accounts w/ balance

456

Plan assets (EOY)

$28.4M

Net assets (EOY)

$28.4M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE UNITED STATES GOLF ASSOCIATION.

Plan sponsor

Name

THE UNITED STATES GOLF ASSOCIATION

EIN

13-1427105all filings

Address

P.O. BOX 708 · FAR HILLS, NJ · 079310708

Phone

(908) 234-2300

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$19K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Investments

24 direct securities· $25.1M(88% of reported assets)

Mutual Funds

$22.9M

19 holdings

Common Collective Trusts

$1.7M

1 holding

Other securities

$352K

3 holdings

Insurance Contracts

$168K

1 holding

					% of plan
Vanguard Instl Target Retirement 2045 a	Mutual Funds	—	—	$4.0M	14.1%
Vanguard Instl Target Retirement 2050 a	Mutual Funds	—	—	$3.6M	12.7%
Vanguard Instl Target Retirement 2035 a	Mutual Funds	—	—	$2.7M	9.6%
Vanguard Instl Target Retirement 2055 a	Mutual Funds	—	—	$2.2M	7.9%
Vanguard Instl Target Retirement 2030 a	Mutual Funds	—	—	$2.2M	7.6%
Vanguard Instl Target Retirement 2040 a	Mutual Funds	—	—	$1.9M	6.8%
Vanguard 500 Index Adm a	Common Collective Trusts	—	—	$1.7M	5.9%
Vanguard Instl Target Retirement 2025 a	Mutual Funds	—	—	$1.5M	5.4%
Fidelity Contrafund a	Mutual Funds	—	—	$1.3M	4.6%
Vanguard Instl Target Retirement 2020 a	Mutual Funds	—	—	$797K	2.8%
Vanguard Value Index Adm a	Mutual Funds	—	—	$452K	1.6%
MFS International Diversification R4 a	Mutual Funds	—	—	$395K	1.4%
Vanguard Small Cap Index Adm a	Mutual Funds	—	—	$378K	1.3%
Vanguard Instl Target Retirement 2060 a	Mutual Funds	—	—	$365K	1.3%
Vanguard Mid Cap Index Adm a	Mutual Funds	—	—	$348K	1.2%
JP Morgan JPMorgan Mid Cap Equity I a	Other securities	—	—	$210K	0.7%
s * State Street State Street Instl US Govt Money Market Premier a	Mutual Funds	—	—	$174K	0.6%
s * Transamerica Financial Life Ins. Co. Insurance Company/General Account a	Insurance Contracts	—	—	$168K	0.6%
Dodge & Cox Dodge & Cox Income a	Mutual Funds	—	—	$153K	0.5%
Vanguard Instl Target Retirement Income a	Mutual Funds	—	—	$148K	0.5%
Vanguard Total Bond Market Index Adm a	Mutual Funds	—	—	$146K	0.5%
JPMorgan Undiscovered Mgrs Behavioral Val R6 a	Other securities	—	—	$104K	0.4%
Vanguard Instl Target Retirement 2065 a	Mutual Funds	—	—	$44K	0.2%
Blackrock Inflation Protected Bond Instl a	Other securities	—	—	$38K	0.1%