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Original filing (PDF)20251001101633NAL0014073872001
BALLY'S MANAGEMENT GROUP, LLC
Form 5500
FILING_RECEIVED
BALLY'S 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,731
Accounts w/ balance
7,694
Plan assets (EOY)
$175.4M
Net assets (EOY)
$175.4M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALLY'S MANAGEMENT GROUP, LLC.
Plan sponsor
Name
BALLY'S MANAGEMENT GROUP, LLC
EIN
13-3472600
Address
100 TWIN RIVER ROAD · LINCOLN, RI · 02865
Phone
(401) 475-8391
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
THE ANGELL PENSION GROUP, INC.
EIN
04-2530412
City
EAST PROVIDENCE, RI
Phone
(401) 438-9250
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FAW, CASSON & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATO | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
36 direct securities· $172.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2030 Fd | — | — | — | $22.4M | 12.7% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2035 Fd | — | — | — | $16.7M | 9.5% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2025 Fd | — | — | — | $15.8M | 9.0% | |
| INVESTMENTS IN POOLED SEPARATE ACCOUNTS * Voya Retirement Insurance And Annuity Company AB Large Cap Grw Fnd Z | — | — | — | $15.4M | 8.8% | |
| Voya Retirement Insurance And Annuity Company Vangrd 500 Index Fund Adm | — | — | — | $12.2M | 7.0% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2040 Fd | — | — | — | $11.1M | 6.4% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2050 Fd | — | — | — | $11.1M | 6.3% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2045 Fd | — | — | — | $9.0M | 5.1% | |
| Voya Retirement Insurance And Annuity Company JPMorgan Equity Income Fund R6 | — | — | — | $6.6M | 3.8% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2055 Fd | — | — | — | $6.4M | 3.6% | |
| INVESTMENTS IN INVESTMENT CONTRACT * Voya Retirement Insurance And Annuity Company *Voya Fixed Account (4062) | — | — | — | $6.2M | 3.5% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2020 Fd | — | — | — | $5.1M | 2.9% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2060 Fd | — | — | — | $4.0M | 2.3% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2065 Fd | — | — | — | $3.2M | 1.8% | |
| Voya Retirement Insurance And Annuity Company PGIM Total Return Bond Fund R6 | — | — | — | $2.9M | 1.6% | |
| Voya Retirement Insurance And Annuity Company Vangrd Md-Cap Grw Index Fd Adm | — | — | — | $2.8M | 1.6% | |
| Voya Retirement Insurance And Annuity Company American Funds Nw Prspctv R6 | — | — | — | $2.6M | 1.5% | |
| Voya Retirement Insurance And Annuity Company Vangrd Small-Cap Index Fnd Adm | — | — | — | $2.5M | 1.4% | |
| Voya Retirement Insurance And Annuity Company Gldmn Sachs GQG Prt Int Opp R6 | — | — | — | $2.5M | 1.4% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire Inc Fd | — | — | — | $2.3M | 1.3% | |
| Voya Retirement Insurance And Annuity Company Vangrd Sm-Cap Grw Index Fd Adm | — | — | — | $1.5M | 0.9% | |
| Voya Retirement Insurance And Annuity Company Vangrd Mid-Cap Index Fund Adm | — | — | — | $1.2M | 0.7% | |
| Voya Retirement Insurance And Annuity Company American Funds Am Balanced R6 | — | — | — | $1.2M | 0.7% | |
| Voya Retirement Insurance And Annuity Company Vangrd Sm-Cap Vl Index Fnd Adm | — | — | — | $1.1M | 0.7% | |
| Voya Retirement Insurance And Annuity Company Victory Sycmr Est Vl Fd R6 | — | — | — | $1.1M | 0.6% | |
| Voya Retirement Insurance And Annuity Company DFA Interm Govt Fix Inc Pt Ins | — | — | — | $926K | 0.5% | |
| Voya Retirement Insurance And Annuity Company PGIM High Yield Fund R6 | — | — | — | $899K | 0.5% | |
| Voya Retirement Insurance And Annuity Company PIMCO Income Fund Ins | — | — | — | $854K | 0.5% | |
| Voya Retirement Insurance And Annuity Company Vangrd Tot Int Stk In F Adm | — | — | — | $523K | 0.3% | |
| Voya Retirement Insurance And Annuity Company American Funds New World R6 | — | — | — | $437K | 0.2% | |
| Voya Retirement Insurance And Annuity Company DFA Intl Core Equity Port Ins | — | — | — | $394K | 0.2% | |
| Voya Retirement Insurance And Annuity Company DFA Real Estate Secs Port Ins | — | — | — | $374K | 0.2% | |
| Voya Retirement Insurance And Annuity Company DFA Shrt Duratn Real Rtrn Ins | — | — | — | $324K | 0.2% | |
| Voya Retirement Insurance And Annuity Company Vangrd Trgt Retire 2070 Fd | — | — | — | $223K | 0.1% | |
| Voya Retirement Insurance And Annuity Company Vangrd Tot Int Bnd In F Adm | — | — | — | $183K | 0.1% | |
| Voya Retirement Insurance And Annuity Company Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $25K | <0.1% |
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