Nikki Flermoen signed Club Car, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Club Car, LLC's EIN is 13-3488925.
Download the official 2024 Form 5500 (PDF) for Club Car, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Club Car, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $76K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Brokeragelink Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $33.4M | 19.4% | |
| Fidelity Brokerage Accounts Collective Trust Fund | Self-Directed Brokerage | — | — | $19.1M | 11.1% | |
| FID FRDM INX 2030 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $19.1M | 11.1% | |
| Fidelity Freedom Index 2035 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $17.6M | 10.2% | |
| FID FRDM INX 2035 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $17.6M | 10.2% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $14.7M | 8.6% | |
| Fidelity Freedom Index 2040 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $13.4M | 7.8% | |
| FID FRDM INX 2040 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $13.4M | 7.8% | |
| Fidelity Freedom Index 2025 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $12.1M | 7.0% | |
| FID FRDM INX 2025 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $12.1M | 7.0% | |
| Fidelity Contrafund K6 Mutual Fund | Mutual Funds | — | — | $12.1M | 7.0% | |
| Fidelity Freedom Index 2045 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $9.4M | 5.5% | |
| FID FRDM INX 2045 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $9.4M | 5.5% | |
| Fidelity Low-Priced Stock K6 Fund Mutual Fund | Mutual Funds | — | — | $6.6M | 3.9% | |
| Fidelity Freedom Index 2050 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $5.3M | 3.1% | |
| FID FRDM INX 2050 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $5.3M | 3.1% | |
| Fidelity Managed Income Portfolio Class 2 Collective Trust Fund | Common Collective Trusts | — | — | $4.1M | 2.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.8M | 2.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.3M | 1.9% | |
| Fidelity Freedom Index 2055 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $3.3M | 1.9% | |
| FID FRDM INX 2055 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $3.3M | 1.9% | |
| Notes receivable from participants 9.50% through July 2034 - | Bonds / Notes | — | — | $2.9M | 1.7% | |
| Fidelity Diversified International K6 Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 1.3% | |
| Fidelity Freedom Index 2020 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $2.0M | 1.2% | |
| FID FRDM INX 2020 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $2.0M | 1.2% | |
| Fidelity Total Bond K6 Fund Mutual Fund | Mutual Funds | — | — | $2.0M | 1.1% | |
| Fidelity Freedom Index 2060 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $1.6M | 1.0% | |
| FID FRDM INX 2060 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $1.6M | 1.0% | |
| Dodge & Cox Stock Fund Class I Mutual Fund | Mutual Funds | — | — | $1.6M | 0.9% | |
| Fidelity Freedom Index Commingled Pool Class S Collective Trust Fund | Common Collective Trusts | — | — | $1.0M | 0.6% | |
| FID FRDM INX INC S FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $1.0M | 0.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.0M | 0.6% | |
| Fidelity Government Money Market Fund Class K6 Mutual Fund | Mutual Funds | — | — | $834K | 0.5% | |
| Vanguard Total International Stock Index Fund Admi Mutual Fund | Common Collective Trusts | — | — | $731K | 0.4% | |
| Fidelity Freedom Index 2015 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $458K | 0.3% | |
| FID FRDM INX 2015 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $458K | 0.3% | |
| Fidelity Freedom Index 2065 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $441K | 0.3% | |
| FID FRDM INX 2065 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $441K | 0.3% | |
| Vanguard Small-Cap growth Index Fund Admiral Share Mutual Fund | Common Collective Trusts | — | — | $366K | 0.2% | |
| American Century Small Cap Value Fund R6 Class Mutual Fund | Other securities | — | — | $290K | 0.2% | |
| PGIM J Mid-Cap GR R6 Mutual Fund | Other securities | — | — | $205K | 0.1% | |
| MFS International New Discovery Fund Class R6 Mutual Fund | Mutual Funds | — | — | $184K | 0.1% | |
| Fidelity SM Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $66K | <0.1% | |
| Fidelity Freedom Index 2010 Commingled Pool Class Collective Trust Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| FID FRDM INX 2010 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $10K | <0.1% | |
| FID FRDM INX 2005 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO | 94-6214841 | — | ACCOUNTANT/AUDITOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOLEY & LARDNER LLP | 39-0473800 | — | ATTORNEY/LEGAL | $14K | — |
