Original filing (PDF)20251008080641NAL0005250529001

ROYAL POINCIANA GOLF CLUB

Name: ROYAL POINCIANA GOLF CLUB — ROYAL POINCIANA GOLF CLUB 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: ROYAL POINCIANA GOLF CLUB

Form 5500

FILING_RECEIVED

ROYAL POINCIANA GOLF CLUB 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

190

Accounts w/ balance

372

Plan assets (EOY)

$19.1M

Net assets (EOY)

$19.1M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ROYAL POINCIANA GOLF CLUB

EIN

59-1215667

Address

1600 SOLANA ROAD · NAPLES, FL · 34105

Phone

(239) 263-5590

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$31K	—

Investments

37 direct securities· $19.1M(100% of reported assets)

Other securities

$16.7M

35 holdings

Cash / Money Market

$2.0M

1 holding

Participant loans

$430K

1 holding

					% of plan
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$2.2M	11.3%
Vanguard Federal Money Market Inv Vanguard 0	Cash / Money Market	—	—	$2.0M	10.4%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$1.7M	9.2%
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$1.6M	8.6%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$1.6M	8.1%
Vanguard Growth Index Adm Vanguard 0	Other securities	—	—	$918K	4.8%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$750K	3.9%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$742K	3.9%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$690K	3.6%
Fidelity Growth Discovery K Fidelity 0	Other securities	—	—	$618K	3.2%
Dodge & Cox Stock X Dodge 0	Other securities	—	—	$581K	3.0%
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$518K	2.7%
T. Rowe Price Capital Apprec Inv T. Rowe Price 0	Other securities	—	—	$489K	2.6%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$471K	2.5%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$433K	2.3%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$430K	2.3%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$409K	2.1%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Other securities	—	—	$381K	2.0%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$350K	1.8%
JPMorgan Mid Cap Growth R6 JP Morgan 0	Other securities	—	—	$343K	1.8%
Goldman Sachs Intl Sm Cap Insights R6 Goldman Sachs 0	Other securities	—	—	$313K	1.6%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$276K	1.4%
Vanguard Small-Cap Value Index Adm Vanguard 0	Other securities	—	—	$221K	1.2%
Fidelity Diversified International K Fidelity 0	Other securities	—	—	$217K	1.1%
JHancock Bond R6 John Hancock 0	Other securities	—	—	$203K	1.1%
Columbia Select Large Cap Value I3 Columbia 0	Other securities	—	—	$134K	0.7%
Vanguard Target Retirement 2065 Fund Vanguard 0	Other securities	—	—	$115K	0.6%
FullerThaler Behv Small-Cap Growth R6 FullerThaler 0	Other securities	—	—	$111K	0.6%
Vanguard Interm-Term Bond Index Adm Vanguard 0	Other securities	—	—	$82K	0.4%
PIMCO Low Duration Income Instl PIMCO 0	Other securities	—	—	$73K	0.4%
Fidelity International Index Fidelity 0	Other securities	—	—	$61K	0.3%
American Century Small Cap Gr R6 American Century 0	Other securities	—	—	$33K	0.2%
Vanguard Target Retirement 2070 Fund Vanguard 0	Other securities	—	—	$15K	<0.1%
Fidelity Advisor Intl Value Z Fidelity 0	Other securities	—	—	$14K	<0.1%
Vanguard Short-Term Federal Adm Vanguard 0	Other securities	—	—	$7K	<0.1%
American Funds US Government Sec R6 American Funds 0	Other securities	—	—	$4K	<0.1%
BlackRock High Yield Portfolio K BlackRock 0	Other securities	—	—	$2K	<0.1%