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Original filing (PDF)20241001062355NAL0003816179001

CGPM/WMC OPERATING, LLC

Form 5500
FILING_RECEIVED
CENTURY GOLF 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,079
Accounts w/ balance
1,201
Plan assets (EOY)
$33.9M
Net assets (EOY)
$33.8M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
85
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
80
Knocking points off
  • 37 bps in Schedule C fees — modestly above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
  • 58% balance-to-active ratio — below typical for a healthy 401(k).
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 CGPM/WMC OPERATING, LLC.
Plan sponsor
Name
CGPM/WMC OPERATING, LLC
EIN
20-2036859
Address
THREE LINCOLN CENTRE · 5430 LBJ FREEWAY SUITE 1400 · DALLAS, TX · 75240
Phone
(972) 419-1400
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930NONE$112K
VANGUARD ADVISERS INC.23-2811930NONE$13K

Investments

2 pooled funds· $2.3M(7% of reported assets)

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.

InvestmentTypeCurrent value% of plan
STABLE VALUE FUND;R1
WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653
Common Collective Trust
$2.3M6.7%
PUTNAM STABLE VALUE FUND
PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202
Common Collective Trust
$0<0.1%

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