Original filing (PDF)20251010170023NAL0019159586001

CATAWBA CLEVELAND DEVELOPMENT CORPORATION

Name: CATAWBA CLEVELAND DEVELOPMENT CORPORATION — CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: CATAWBA CLEVELAND DEVELOPMENT CORPORATION

Form 5500-SF

FILING_RECEIVED

CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATAWBA CLEVELAND DEVELOPMENT CORPORATION.

Plan sponsor

Name

CATAWBA CLEVELAND DEVELOPMENT CORPORATION

EIN

34-1092037

Address

4235 E BEACH CLUB ROAD · PORT CLINTON, OH · 43452

Phone

(419) 797-4424

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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