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Original filing (PDF)20260115223559NAL0019395408001
BALLY AMERICAS INC.
Form 5500
FILING_RECEIVED
BALLY NORTH AMERICA, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
~302 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.8M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- 302 bps in Schedule C fees — 481% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALLY AMERICAS INC..
Plan sponsor
Name
BALLY AMERICAS INC.
EIN
13-2665498
Address
9720 WILSHIRE BOULEVARD, 6TH FLOOR · BEVERLY HILLS, CA · 90212
Phone
(917) 951-0553
Industry
Retail Tradesee all
Plan administrator
Name
FABIAN SPEIGHTS
EIN
13-2665498
City
BEVERLY HILLS, CA
Phone
(917) 951-0553
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
SHEEHAN & COMPANY, CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $122K | — |
| FIRST MANHATTAN CO. | 13-1957714 | — | NONE | $65K | — |
| SHEEHAN & COMPANY, CPA, PC | 13-2709344 | — | NONE | $14K | — |
| BANK OF AMERICA, N.A. | 56-0906609 | — | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.