Original filing (PDF)20251009131418NAL0011019104001

PRESTONWOOD COUNTRY CLUB, INC.

Name: PRESTONWOOD COUNTRY CLUB, INC. — PRESTONWOOD COUNTRY CLUB, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PRESTONWOOD COUNTRY CLUB, INC.

Form 5500

FILING_RECEIVED

PRESTONWOOD COUNTRY CLUB, INC. 401(K) PLAN

401(k) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

206

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

20 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRESTONWOOD COUNTRY CLUB, INC..

Plan sponsor

Name

PRESTONWOOD COUNTRY CLUB, INC.

EIN

56-1750016

Address

300 PRESTONWOOD PKWY. · CARY, NC · 27513

Phone

(919) 467-2566

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

2025-10-09

Pension benefit codes

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

20 pooled funds· $6.6M

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.

			% of plan
TRP GROWTH STOCK C T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013	Common Collective Trust	$1.4M	21.1%
JPMCB SR PB 2030 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001	Common Collective Trust	$870K	13.1%
JPMCB SR PB 2035 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001	Common Collective Trust	$799K	12.0%
MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025	Common Collective Trust	$550K	8.3%
JPMCB SR PB 2040 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001	Common Collective Trust	$511K	7.7%
WA CORE PLUS BOND R3 HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 113	Common Collective Trust	$387K	5.8%
RT GQG INTL EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011	Common Collective Trust	$385K	5.8%
JPMCB SR PB 2055 CFB JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001	Common Collective Trust	$355K	5.4%
JPMCB SR PB 2050 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001	Common Collective Trust	$344K	5.2%
VANG INST INDEX PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001	Common Collective Trust	$242K	3.6%
VANG IS EXT MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001	Common Collective Trust	$226K	3.4%
JPMCB SR PB 2025 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001	Common Collective Trust	$175K	2.6%
JPMCB SR PB 2020 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001	Common Collective Trust	$90K	1.4%
VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001	Common Collective Trust	$89K	1.3%
JPMCB SR PB 2045 CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001	Common Collective Trust	$78K	1.2%
JPMCB SR PB 2060 CFB JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001	Common Collective Trust	$61K	0.9%
BP MD CAP VAL EQ CIT BOSTON COMPANY ASSET MGMT, LLC · EIN 37-1947777 / PN 001	Common Collective Trust	$58K	0.9%
JPMCB SR PB INC CFB JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001	Common Collective Trust	$10K	0.1%
VG IS TL INTL STK MK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001	Common Collective Trust	$3K	<0.1%
VANG DEV MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 86-6632044 / PN 001	Common Collective Trust	$2K	<0.1%

1–20 of 20

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