Back to filter
Original filing (PDF)20250724122133NAL0011421378002
ENTERPRISE DEVELOPMENT AUTHORITY DBA HARD ROCK HOTEL & CASINO SACRAMEN
Form 5500
FILING_RECEIVED
HARD ROCK SACRAMENTO RETIREMENT PLAN
401(k) retirement plan
Active participants
1,043
Accounts w/ balance
1,860
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENTERPRISE DEVELOPMENT AUTHORITY DBA HARD ROCK HOTEL & CASINO SACRAMEN.
Plan sponsor
Name
ENTERPRISE DEVELOPMENT AUTHORITY DBA HARD ROCK HOTEL & CASINO SACRAMEN
EIN
36-4878288
Address
3317 FORTY MILE ROAD · WHEATLAND, CA · 95692
Phone
(702) 468-3229
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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLUEBIRD CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $54K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $35.3M(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.
Uncategorized
$19.1M
29 holdings
Common Collective Trust
$16.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $16.2M | 84.4% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2060 Fd | — | — | — | $2.9M | 14.9% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2045 Fd | — | — | — | $2.7M | 13.9% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2055 Fd | — | — | — | $2.4M | 12.6% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2040 Fd | — | — | — | $2.0M | 10.7% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2050 Fd | — | — | — | $1.9M | 10.1% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2035 Fd | — | — | — | $1.9M | 9.8% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2030 Fd | — | — | — | $1.6M | 8.3% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $1.3M | 6.8% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) 2025 Fd | — | — | — | $567K | 3.0% | |
| Blackrock iShares S&P 500 Index Service | — | — | — | $513K | 2.7% | |
| Pioneer Fundamental Gr Y | — | — | — | $263K | 1.4% | |
| Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) Rtmnt Fd | — | — | — | $199K | 1.0% | |
| JPMorgan Eq Inc R6 | — | — | — | $184K | 1.0% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | — | — | — | $163K | 0.8% | |
| Victory Sycamore Est Val R | — | — | — | $98K | 0.5% | |
| PIMCO Intl Bd (USD-Hdg) A | — | — | — | $56K | 0.3% | |
| JPMorgan Mid Cap Gr R6 | — | — | — | $49K | 0.3% | |
| Vanguard Small Cap Index Adm | — | — | — | $47K | 0.2% | |
| MFS Intl Gr R3 | — | — | — | $40K | 0.2% | |
| Blackrock iShares Russell Mid-Cap Index K | — | — | — | $32K | 0.2% | |
| T. Rowe Price T Rowe Price Instl Small Cap Stock | — | — | — | $31K | 0.2% | |
| Vanguard Federal Money Market | — | — | — | $30K | 0.2% | |
| Prudential PGIM Total Return Bd Z | — | — | — | $23K | 0.1% | |
| Vanguard Intermed-Term Bd Idx Adm | — | — | — | $20K | 0.1% | |
| Blackrock iShares MSCI EAFE Intl Idx Instl | — | — | — | $18K | <0.1% | |
| American Funds American Funds New World R2E | — | — | — | $14K | <0.1% | |
| Vanguard Short Term Inv Grade Adm | — | — | — | $13K | <0.1% | |
| Victory Sycamore Small Co Opp R | — | — | — | $13K | <0.1% | |
| Vanguard Intl Val | — | — | — | $6K | <0.1% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Arts, Entertainment, Recreation plans
LITTLE RIVER CASINO RESORT
LITTLE RIVER CASINO RESORT 401(K) PLAN
$18.8M · 648 participants
NISQUALLY RED WIND CASINO
NISQUALLY RED WIND 401(K) PLAN
$18.7M · 562 participants
COWLITZ TRIBAL GAMING AUTHORITY DBA ILANI
ILANI 401(K) RETIREMENT SAVINGS PLAN
$18.3M · 1,344 participants
BOWTIE HOSPITALITY LV LLC
FONTAINEBLEAU LAS VEGAS 401(K) PLAN
$18.2M · 6,097 participants
KICKAPOO TRADITIONAL TRIBE OF TEXAS
KICKAPOO TRIBE COMMERCIAL DEFINED BENEFIT PENSION PLAN
$17.8M · 672 participants
DRY CREEK RANCHERIA BAND OF POMO INDIANS
DRY CREEK RANCHERIA 401(K) RETIREMENT PLAN
$20.6M · 269 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B