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Original filing (PDF)20250902173620NAL0008914659001
TROPICANA ATLANTIC CITY CORP
Form 5500
FILING_RECEIVED
TROPICANA CASINO AND RESORT VARIABLE ANNUITY PENSION PLAN
Defined-benefit pension plan
Signals · 3
49% in single holding~152 bps in Sched C feesNo recordkeeper disclosed
Active participants
634
Accounts w/ balance
—
Plan assets (EOY)
$29.0M
Net assets (EOY)
$29.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
6 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
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Marco Group Trust Fixed Income" is 49% of plan.
- 152 bps in Schedule C fees — 423% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROPICANA ATLANTIC CITY CORP.
Plan sponsor
Name
TROPICANA ATLANTIC CITY CORP
EIN
27-1472063
Address
2831 BOARDWALK · ATLANTIC CITY, NJ · 08401
Phone
(800) 843-8767
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
2025-09-02
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE + TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) LLC | 13-2834414 | — | NONE | $211K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $126K | — |
| SEGAL ADVISORS INC. | 13-2646110 | — | NONE | $89K | — |
| BANK OF AMERICA, N.A. | 94-1687665 | — | NONE | $13K | — |
Investments
4 direct securities · 2 pooled funds· $26.9M(93% 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.
103-12 Investment Entity
$20.2M
2 holdings
Uncategorized
$6.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIXED INCOME GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | $12.7M | $13.1M | 45.3% | |
| EQUITY GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | $4.5M | $7.1M | 24.5% | |
| Baird Short Term Bond Fund | — | — | $4.3M | $4.3M | 14.8% | |
| US Real Estate Investment Fund | — | — | $1.6M | $1.5M | 5.1% | |
| Fidelity Total Market Index Fund | — | — | $467K | $767K | 2.6% | |
| Federated Govt Obligations Fund | — | — | $184K | $184K | 0.6% |