Original filing (PDF)20250630095504NAL0006539267001

OVERBROOK GOLF CLUB

Name: OVERBROOK GOLF CLUB — OVERBROOK GOLF CLUB EMPLOYEES' 401(K) PS PLAN, Form 5500 (2024)
Creator: OVERBROOK GOLF CLUB

Form 5500-SF

FILING_RECEIVED

OVERBROOK GOLF CLUB EMPLOYEES' 401(K) PS PLAN

401(k) retirement plan

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OVERBROOK GOLF CLUB.

Plan sponsor

Name

OVERBROOK GOLF CLUB

EIN

23-0936350

Address

PO BOX 140 · BRYN MAWR, PA · 19010

Phone

(610) 688-4000

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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