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Original filing (PDF)20251003183722NAL0000962115001
DISCOVERY CUBE ORANGE COUNTY
Form 5500
FILING_RECEIVED
DISCOVERY CUBE ORANGE COUNTY 401(K) PLAN
401(k) retirement plan
Signals · 2
79% in single holdingNo recordkeeper disclosed
Active participants
221
Accounts w/ balance
102
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 pooled trust
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Voya Separate Account * Pooled Separate Account" is 79% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISCOVERY CUBE ORANGE COUNTY.
Plan sponsor
Name
DISCOVERY CUBE ORANGE COUNTY
EIN
33-0828380
Address
2500 N. MAIN STREET · SANTA ANA, CA · 92705
Phone
(714) 913-5009
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
2025-10-03
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)
Audit & trust (Schedule H)
Auditor
ALMICH & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALMICH AND ASSOCIATES | 33-0526284 | — | SERVICE PROVIDER | $16K | — |
| VOYA RET INS AND ANNUITY COMPANY | 71-0294708 | HARTFORD, CT | SERVICE PROVIDER | $4K | — |
Investments
4 direct securities · 1 pooled fund· $7.8M(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.
Pooled Separate Account
$6.2M
1 holding
Uncategorized
$1.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT D VOYA REITIREMENT AND INSURANCE ANNUITY CONTRACT · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $6.2M | 79.3% | |
| JPMorgan LgCp Grw Fnd R6 Mutual Fund | — | — | — | $1.3M | 17.0% | |
| Voya Small Cap Growth Fund R6 * Mutual Fund 495 Voya Fixed Account * General Fixed Account | — | — | — | $225K | 2.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $29K | 0.4% | |
| Participant Loans (maturing through July 2028) * Interest rates: 5 to 9.5% | — | — | — | $25K | 0.3% |
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