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Original filing (PDF)20251007124611NAL0002682739001
PLATINUM CORRAL, LLC
Form 5500
FILING_RECEIVED
PLATINUM CORRAL, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holding~81 bps in Sched C fees
Active participants
60
Accounts w/ balance
159
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T Rowe Price Retirement 2030 I" is 27% of plan.
- 81 bps in Schedule C fees — 56% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLATINUM CORRAL, LLC.
Plan sponsor
Name
PLATINUM CORRAL, LLC
EIN
56-1992937
Address
521 NEW BRIDGE ST · JACKSONVILLE, NC · 28540
Phone
(910) 347-3971
Industry
Accommodation & Food Servicessee 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
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ELLIOT DAVIS
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 | $9K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY | — | HERMITAGE, PA | TRUSTEE | $16K | — |
Investments
21 direct securities· $3.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 I | — | — | — | $824K | 27.0% | |
| T Rowe Price Retirement 2035 I | — | — | — | $657K | 21.5% | |
| T Rowe Price Retirement 2045 I | — | — | — | $228K | 7.5% | |
| T Rowe Price Retirement 2050 I | — | — | — | $218K | 7.1% | |
| T Rowe Price Retirement 2025 I | — | — | — | $205K | 6.7% | |
| T Rowe Price Retirement 2055 I | — | — | — | $204K | 6.7% | |
| T Rowe Price Retirement 2040 I | — | — | — | $170K | 5.6% | |
| T Rowe Price Retirement 2020 I | — | — | — | $134K | 4.4% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $95K | 3.1% | |
| Fidelity 500 Index | — | — | — | $60K | 1.9% | |
| Fidelity Mid Cap Index | — | — | — | $50K | 1.6% | |
| T Rowe Price Blue Chip Growth I | — | — | — | $43K | 1.4% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $40K | 1.3% | |
| Fidelity Select Utilities Portfolio | — | — | — | $27K | 0.9% | |
| Dodge & Cox Income - I | — | — | — | $27K | 0.9% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $23K | 0.8% | |
| T Rowe Price Retirement 2060 I | — | — | — | $19K | 0.6% | |
| American Funds New World R6 | — | — | — | $17K | 0.5% | |
| Empower Key Guaranteed Portfolio Fund | — | — | — | $9K | 0.3% | |
| Janus Henderson Triton N | — | — | — | $4K | 0.1% | |
| Pimco Income Instl | — | — | — | $3K | <0.1% |