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Original filing (PDF)20260114113546NAL0006336259001
TOPGOLF INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
TOPGOLF 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.9 mo
Active participants
40,445
Accounts w/ balance
4,047
Plan assets (EOY)
$126.3M
Net assets (EOY)
$126.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
92
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
- Only 10% 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 TOPGOLF INTERNATIONAL, INC..
Plan sponsor
Name
TOPGOLF INTERNATIONAL, INC.
EIN
27-3932297
Address
8750 N. CENTRAL EXPRESSWAY · SUITE 1200 · DALLAS, TX · 75231
Phone
(214) 501-5015
Industry
Arts, Entertainment, Recreationsee 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
2026-01-14
Pension benefit codes
2T · Default investment account (QDIA)
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | INVESTMENT ADVISOR | $43K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
30 direct securities · 1 pooled fund· $123.7M(98% 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.
Uncategorized
$122.5M
30 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $18.2M | 14.4% | |
| American Funds 2055 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $16.7M | 13.3% | |
| American Funds 2045 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $15.4M | 12.2% | |
| American Funds 2060 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $12.8M | 10.1% | |
| American Funds 2040 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $10.8M | 8.5% | |
| Fidelity 500 Index Fund Mutual Fund - | — | — | — | $10.5M | 8.3% | |
| Fidelity Contrafund Mutual Fund - | — | — | — | $7.2M | 5.7% | |
| American Funds 2035 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $6.8M | 5.4% | |
| American Funds 2030 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $5.3M | 4.2% | |
| American Funds 2025 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $2.2M | 1.7% | |
| American Funds 2065 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $2.0M | 1.6% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund - | — | — | — | $1.8M | 1.4% | |
| Vanguard Equity Inc Adm Mutual Fund - | — | — | — | $1.7M | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund - | — | — | — | $1.6M | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund - | — | — | — | $1.5M | 1.2% | |
| Janus Henderson Enterprise Fund Class T Mutual Fund - | — | — | — | $1.4M | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 1.0% | |
| Pioneer Bond Fund Class Y Mutual Fund - | — | — | — | $1.2M | 1.0% | |
| American Funds 2020 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $1.2M | 0.9% | |
| American Funds EuroPacific Growth Fund Class R-4 Mutual Fund - | — | — | — | $708K | 0.6% | |
| Fidelity U.S. Bond Index Fund - Premium Class Mutual Fund - | — | — | — | $640K | 0.5% | |
| Fidelity Advisor Focused Emerging Markets Fund Class Z Mutual Fund - | — | — | — | $581K | 0.5% | |
| Victory Sycamore Small Company Opportunity Fund Class I Mutual Fund - | — | — | — | $556K | 0.4% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R4 Mutual Fund - | — | — | — | $524K | 0.4% | |
| PIMCO Income Fund Administrative Class Mutual Fund - | — | — | — | $368K | 0.3% | |
| Principal Small Cap Growth Fund I R-5 Class Mutual Fund - | — | — | — | $271K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $163K | 0.1% | |
| PIMCO International Bond (U.S. Dollar-Hedged) Fund Administrative Class Mutual Fund | — | — | — | $146K | 0.1% | |
| American Funds 2010 Target Date Retirement Fund Class R-4 Mutual Fund - | — | — | — | $69K | <0.1% | |
| Fidelity International Small Cap Fund Class Z Mutual Fund - | — | — | — | $59K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund - | — | — | — | $23K | <0.1% |
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