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Original filing (PDF)20251015122900NAL0002409123002
SPORTS ENDEAVORS, LLC
Form 5500
FILING_RECEIVED
SPORTS ENDEAVORS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
593
Accounts w/ balance
500
Plan assets (EOY)
$56.6M
Net assets (EOY)
$56.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPORTS ENDEAVORS, LLC.
Plan sponsor
Name
SPORTS ENDEAVORS, LLC
EIN
56-1407278
Address
431 US HIGHWAY 70-A EAST · HILLSBOROUGH, NC · 27278
Phone
(919) 644-6800
Industry
Retail Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | RECORDKEEPER | $15K | — |
Investments
27 direct securities · 1 pooled fund· $58.5M(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
$56.6M
27 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index FD Admiral | — | — | — | $11.2M | 19.8% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $10.5M | 18.5% | |
| PGIM Total Return Bond R6 | — | — | — | $3.4M | 6.1% | |
| American Funds Target 2055 | — | — | — | $3.3M | 5.9% | |
| American Funds Target 2035 | — | — | — | $3.3M | 5.8% | |
| Vanguard Value Index Admiral | — | — | — | $3.3M | 5.8% | |
| Vanguard SmallCap Value Index | — | — | — | $3.0M | 5.3% | |
| Vanguard Intl Growth Admiral | — | — | — | $2.8M | 4.9% | |
| Reliance Trust Company Stable value fund | — | — | — | $1.9M | 3.4% | |
| METLIFE SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.4% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $1.8M | 3.2% | |
| American Funds Target 2030 | — | — | — | $1.8M | 3.1% | |
| American Funds Target 2040 | — | — | — | $1.6M | 2.9% | |
| American Funds Target 2045 | — | — | — | $1.5M | 2.7% | |
| American Funds Target 2060 | — | — | — | $1.3M | 2.3% | |
| American Funds Target 2050 | — | — | — | $1.3M | 2.2% | |
| American Funds Target 2025 | — | — | — | $961K | 1.7% | |
| American Funds Target 2015 | — | — | — | $876K | 1.5% | |
| September 2028. | — | — | — | $709K | 1.3% | |
| Vanguard Developed Mkt Idx Adm | — | — | — | $514K | 0.9% | |
| Vanguard SmallCap Index Adm | — | — | — | $493K | 0.9% | |
| Cohen & Steers Cohen & Steers RE Securities I | — | — | — | $406K | 0.7% | |
| American Funds New World | — | — | — | $377K | 0.7% | |
| American Funds Target 2020 | — | — | — | $203K | 0.4% | |
| Fidelity Balanced | — | — | — | $132K | 0.2% | |
| PIMCO Income Institutional | — | — | — | $48K | <0.1% | |
| MFS Mid Cap Value Fund R4 | — | — | — | $10K | <0.1% | |
| Schwab Inflation Protect Fd | — | — | — | $2K | <0.1% |