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Original filing (PDF)20251013150622NAL0000742915001
PLAYCORE, INC.
Form 5500
FILING_RECEIVED
PLAYCORE 401(K) PLAN
401(k) retirement plan
Active participants
4,039
Accounts w/ balance
3,458
Plan assets (EOY)
$146.1M
Net assets (EOY)
$146.1M
How this plan invests
This plan
21 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 122% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLAYCORE, INC..
Plan sponsor
Name
PLAYCORE, INC.
EIN
39-1720480
Address
544 CHESTNUT STREET · CHATTANOOGA, TN · 37402
Phone
(423) 265-7529
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $316K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $7K | — |
Investments
7 direct securities · 21 pooled funds· $151.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$119.7M
21 holdings
Uncategorized
$31.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX I VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $31.8M | 21.8% | |
| T ROWE PRICE RETIREMENT 2030 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $16.0M | 10.9% | |
| MassMutual SAGIC | — | — | — | $15.9M | 10.9% | |
| T ROWE PRICE RETIREMENT 2040 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $12.4M | 8.5% | |
| T ROWE PRICE RETIREMENT 2050 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $9.1M | 6.2% | |
| T ROWE PRICE RETIREMENT 2035 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $6.4M | 4.4% | |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $5.1M | 3.5% | |
| MassMutual Mid Cap Growth Adm | — | — | — | $4.7M | 3.2% | |
| T ROWE PRICE RETIREMENT 2060 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.2M | 2.9% | |
| Vanguard Extended Market Index Admiral | — | — | — | $4.1M | 2.8% | |
| INVESCO MAIN STREET MID CAP A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.0M | 2.7% | |
| T ROWE PRICE RETIREMENT 2045 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $3.7M | 2.5% | |
| PGIM TOTAL RETURN BOND PGIM INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.5M | 2.4% | |
| T ROWE PRICE RETIREMENT 2025 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $3.1M | 2.1% | |
| AMERICAN FUNDS EUROPACIFIC GRWTH R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3.1M | 2.1% | |
| T ROWE PRICE RETIREMENT 2055 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $3.1M | 2.1% | |
| MFS INTERNATIONAL INTRINSIC VALUE R MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $3.0M | 2.1% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.0M | 2.1% | |
| with various maturity dates through 2029 - | — | — | — | $3.0M | 2.1% | |
| DWS Reef Real Assets S | — | — | — | $2.3M | 1.6% | |
| AB DISCOVERY VALUE ADVISOR ALLIANCEBERNSTEIN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.1M | 1.4% | |
| T ROWE PRICE RETIREMENT 2020 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.1M | 1.4% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.4M | 1.0% | |
| MassMutual Select T Row Prc Ret 2065 M4 | — | — | — | $1.4M | 1.0% | |
| T ROWE PRICE RETIREMENT 2005 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $933K | 0.6% | |
| T ROWE PRICE RETIREMENT 2010 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $839K | 0.6% | |
| T ROWE PRICE RETIREMENT 2015 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $800K | 0.5% | |
| MassMutual US Govt Money Market R5 | — | — | — | $420K | 0.3% |