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Original filing (PDF)20251006121442NAL0003619025001
BLUESTAR RESORT & GOLF LLC
Form 5500
FILING_RECEIVED
BLUESTAR RESORT & GOLF 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,308
Accounts w/ balance
328
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
16 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 59 bps in Schedule C fees — 102% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUESTAR RESORT & GOLF LLC.
Plan sponsor
Name
BLUESTAR RESORT & GOLF LLC
EIN
20-3663263
Address
655 BREA CANYON RD · WALNUT, CA · 917880489
Phone
(909) 594-9500
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
HEDMAN PARTNERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $48K | — |
| HEDMAN PARTNERS LLP | — | VALENCIA, CA | NONE | $15K | — |
| MERCER (US) INC MERCER INVESTMENTS | — | CHICAGO, IL | NONE | $6K | — |
Investments
14 direct securities · 16 pooled funds· $12.2M(100% 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.
Common Collective Trust
$7.0M
16 holdings
Uncategorized
$5.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.4% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.4% | |
| Vanguard Institutional Index Fund | — | — | — | $944K | 8.1% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $888K | 7.6% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $882K | 7.5% | |
| MassMutual SAGIC Core Bond I | — | — | — | $820K | 7.0% | |
| T. Rowe Price Instl Large Cap Growth Fund | — | — | — | $774K | 6.6% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $649K | 5.5% | |
| Dodge & Cox Stock Fund | — | — | — | $589K | 5.0% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $476K | 4.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $446K | 3.8% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $402K | 3.4% | |
| Vanguard Total Intl Stock Index | — | — | — | $353K | 3.0% | |
| Vanguard Extended Market Index | — | — | — | $347K | 3.0% | |
| Vanguard Total Bond Market Index | — | — | — | $304K | 2.6% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $290K | 2.5% | |
| Vanguard Target Retire 2070 Trust II | — | — | — | $274K | 2.3% | |
| CONESTOGA SMID CAP GROWTH CIF A COMERICA BANK · EIN 83-6448706 / PN 001 | Common Collective Trust | — | — | $274K | 2.3% | |
| DFA US Targeted Value | — | — | — | $244K | 2.1% | |
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK FUNDS · EIN 45-2395022 / PN 000 | Common Collective Trust | — | — | $193K | 1.6% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $187K | 1.6% | |
| Notes receivable from participants | — | — | — | $165K | 1.4% | |
| Vanguard Target Retire Income Trust II | — | — | — | $110K | 0.9% | |
| WILLIAM BLAIR INTL LEADERS CIT GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 012 | Common Collective Trust | — | — | $110K | 0.9% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $98K | 0.8% | |
| William Blair International Leaders CIT | — | — | — | $75K | 0.6% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $75K | 0.6% | |
| Conestoga SMid Cap Growth CIF A | — | — | — | $8K | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| JACKSON SQUARE SMID CAP GROWTH CIT SEI INVESTMENTS · EIN 83-1514937 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |