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Original filing (PDF)20251010080151NAL0012605952001
GOLDEN SVCS, LLC
Form 5500
FILING_RECEIVED
GOLDEN SVCS PENSION PLAN
Defined-benefit pension plan
Signals · 1
27% in single holding
Active participants
32
Accounts w/ balance
—
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
13 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
86
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Prudential Core Plus Bond I2 Mutual Fund" is 27% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDEN SVCS, LLC.
Plan sponsor
Name
GOLDEN SVCS, LLC
EIN
46-0864606
Address
1936 OAK RIDGE TURNPIKE · OAK RIDGE, TN · 37830
Phone
(865) 241-3842
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
PUGH & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | CEDAR RAPIDS, IA | RECORD KEEPING | $0 | — |
Investments
13 direct securities· $22.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prudential Core Plus Bond I2 Mutual Fund | — | — | $5.8M | $6.0M | 26.7% | |
| Vanguard Long-Term Treasury Admiral Mutual Fund | — | — | $2.9M | $2.6M | 11.8% | |
| Vanguard Equity-Income Adm Mutual Fund | — | — | $1.7M | $1.8M | 8.0% | |
| Fidelity 500 Index Mutual Fund | — | — | $1.4M | $1.8M | 7.9% | |
| T. Rowe Price All-Cap Opportunities I Mutual Fund | — | — | $1.6M | $1.8M | 7.9% | |
| Vanguard Treasury Money Market Inv Mutual Fund | — | — | $1.4M | $1.4M | 6.3% | |
| American Funds Europacific Gr R6 Mutual Fund | — | — | $1.2M | $1.1M | 5.1% | |
| Victory Trivalent International Small Cap R6 Mutual Fund | — | — | $1.1M | $1.1M | 5.0% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | $991K | $1.1M | 5.0% | |
| Fidelity Total International Index Instl Premium Mutual Fund | — | — | $1.1M | $1.1M | 5.0% | |
| Lord Abbett Short Duration Income R6 Mutual Fund | — | — | $886K | $886K | 4.0% | |
| Invesco Balanced-Risk Commodity Strategy R6 Mutual Fund | — | — | $669K | $672K | 3.0% | |
| Fidelity Small Cap Index Mutual Fund | — | — | $604K | $667K | 3.0% |
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