How big is Recreation World, Inc.'s plan?

Recreation World, Inc.'s plan reported $2.5M in assets and 174 participants for 2024.

Original filing (PDF)20260211072328NAL0003882576001

Recreation World, Inc.

Name: Recreation World, Inc. — Recreation World, Inc., Form 5500 (2024)
Creator: Recreation World, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Recreation World, Inc. 401(k) Plan and Trust

401(k) retirement plan · Recreation World, Inc.'s Recreation World, Inc. 401(k) Plan and Trust held $2.5M in plan assets for 174 participants in 2024, with Empower as recordkeeper.

Signals · 3

Late filing · 2.8 moLate participant contributions10% employer stock

Active participants

174

Accounts w/ balance

188

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Recreation World, Inc.'s EIN is 59-1695648.

EIN 59-1695648

Plan number 002

Plan year 2024

ACK ID 20260211072328NAL0003882576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Recreation World, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Recreation World, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

23 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.8 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 8K (3% of contributions).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

RECREATION WORLD, INC.

EIN

all filings

Address

13906 WEST COLONIAL DRIVE · WINTER GARDEN, FL · 34787

Phone

(407) 656-6444

Industry

Retail Trade

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

2026-02-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

REHMANN ROBSON LLC

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	—	RECORDKEEPER	$284	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH LIFE AGENCY	13-5674085	—	INVESTMENT ADVISOR	$8K	—

TPA / Administrator

Investments

23 direct securities · 1 pooled fund· $4.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$2.2M

1 holding

Other securities

$1.5M

14 holdings

Mutual Funds

$618K

5 holdings

Common Stocks

$248K

1 holding

Common Collective Trusts

$39K

1 holding

Bonds / Notes

$35K

1 holding

Pooled Separate Accounts

$34K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

MassMutual / MML$1.6M BlackRock / iShares$360K American Funds (Capital Group)$270K Franklin Templeton$71K Invesco$68K PIMCO$31K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
KB PENSION SERVICES, INC.	65-0721164	—	CONTRACT ADMIN	$920	—

					% of plan
SEPERATE ACCOUNT SCAI MASSMUTUAL · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$2.2M	86.5%
Mass Mutual IndexSelect Moderate 2035	Other securities	—	—	$332K	13.3%
Fully benefit-responsive investment contract with insurance company Mass Mutual Guaranteed Interest Account	Common Stocks	—	—	$248K	10.0%
Mass Mutual American Funds The Growth Fund of America	Mutual Funds	—	—	$236K	9.5%
Mass Mutual IndexSelect Conservative 2035	Other securities	—	—	$228K	9.2%
Mass Mutual MFS Mid Cap Value	Mutual Funds	—	—	$213K	8.5%
Mass Mutual BlackRock Equity Dividend	Other securities	—	—	$175K	7.0%
Mass Mutual IndexSelect Conservative 2045	Other securities	—	—	$125K	5.0%
Mass Mutual IndexSelect Moderate 2055	Other securities	—	—	$122K	4.9%
Mass Mutual IndexSelect Moderate 2045	Other securities	—	—	$115K	4.6%
Mass Mutual American Fund American Balanced	Other securities	—	—	$92K	3.7%
Mass Mutual Franklin Small Cap Value	Mutual Funds	—	—	$71K	2.8%
Mass Mutual The Hartford Midcap	Other securities	—	—	$70K	2.8%
Mass Mutual Invesco Small Cap Growth	Mutual Funds	—	—	$68K	2.7%
Mass Mutual BlackRock iShares MSCI EAFE Int	Other securities	—	—	$55K	2.2%
Mass Mutual BlackRock Total Return	Other securities	—	—	$48K	1.9%
Mass Mutual BlackRock iShares US Aggregate Bond	Other securities	—	—	$43K	1.7%
Mass Mutual BlackRock iShares S&P 500 Index	Common Collective Trusts	—	—	$39K	1.6%
Notes receivable from participants Interest rates ranging from 5.25% to 10.50%	Bonds / Notes	—	—	$35K	1.4%
Mass Mutual American Funds Europacific Growth	Pooled Separate Accounts	—	—	$34K	1.4%
Mass Mutual Hartford International Opportunities	Other securities	—	—	$34K	1.4%
Mass Mutual PIMCO Income	Mutual Funds	—	—	$31K	1.2%
Mass Mutual IndexSelect Moderate Retire	Other securities	—	—	$19K	0.8%
Mass Mutual IndexSelect Aggressive 2055	Other securities	—	—	$3K	0.1%

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