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Original filing (PDF)20251014160130NAL0003346721001
GRAND PERFORMER INC
Form 5500
FILING_RECEIVED
KESSLER 401(K) PLAN
401(k) retirement plan
Signals · 1
~88 bps in Sched C fees
Active participants
1,716
Accounts w/ balance
1,959
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 88 bps in Schedule C fees — 205% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAND PERFORMER INC.
Plan sponsor
Name
GRAND PERFORMER INC
EIN
59-3470873
Address
4901 VINELAND ROAD, STE 650 · ORLANDO, FL · 32811
Phone
(407) 996-9999
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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $160K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $35K | — |
Investments
18 direct securities · 13 pooled funds· $22.4M(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.
Common Collective Trust
$15.7M
13 holdings
Uncategorized
$6.7M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN TIAA LIFECYCLE INDEX 2045 R SEI · EIN 85-3115258 / PN 040 | Common Collective Trust | — | — | $2.6M | 12.0% | |
| NUVEEN TIAA LIFECYCLE INDEX 2040 R SEI · EIN 85-3093428 / PN 039 | Common Collective Trust | — | — | $2.1M | 9.7% | |
| NUVEEN TIAA LIFECYCLE INDEX 2030 R SEI · EIN 85-3029802 / PN 037 | Common Collective Trust | — | — | $1.9M | 8.6% | |
| Fidelity 500 Index | — | — | — | $1.8M | 8.0% | |
| NUVEEN TIAA LIFECYCLE INDEX 2055 R SEI · EIN 85-3165477 / PN 042 | Common Collective Trust | — | — | $1.7M | 7.7% | |
| NUVEEN TIAA LIFECYCLE INDEX 2060 R SEI · EIN 85-3177591 / PN 043 | Common Collective Trust | — | — | $1.6M | 7.2% | |
| NUVEEN TIAA LIFECYCLE INDEX 2035 R SEI · EIN 85-3078653 / PN 038 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| NUVEEN TIAA LIFECYCLE INDEX 2050 R SEI · EIN 85-3138760 / PN 041 | Common Collective Trust | — | — | $1.5M | 6.6% | |
| NUVEEN TIAA LIFECYCLE INDEX 2065 R SEI · EIN 85-2928955 / PN 044 | Common Collective Trust | — | — | $1.3M | 5.7% | |
| NUVEEN TIAA LIFECYCLE INDEX 2015 R SEI · EIN 85-2959174 / PN 034 | Common Collective Trust | — | — | $735K | 3.3% | |
| Hartford Total Return Bd R6 | — | — | — | $655K | 3.0% | |
| investment contract * Notes Receivable from Participants Interest rate of 4.25% - 9.50%, with maturities from 2025 | — | — | — | $614K | 2.8% | |
| NUVEEN TIAA LIFECYCLE INDEX 2025 R SEI · EIN 85-3015123 / PN 036 | Common Collective Trust | — | — | $576K | 2.6% | |
| State Street State Street Institutional US Govt Money Market Premier | — | — | — | $427K | 1.9% | |
| Fidelity Mid Cap Index | — | — | — | $381K | 1.7% | |
| MFS Intl Diversification R6 | — | — | — | $370K | 1.7% | |
| company general account Total fully benefit responsive | — | — | — | $338K | 1.5% | |
| Transamerica Stable Value Core Option - Insurance | — | — | — | $338K | 1.5% | |
| Fidelity Total Intl Index | — | — | — | $327K | 1.5% | |
| AB Lg Cap Gr Z | — | — | — | $319K | 1.4% | |
| Fidelity Small Cap Index | — | — | — | $255K | 1.2% | |
| Cohen & Steers Cohen & Steers Real Estate Securities | — | — | — | $194K | 0.9% | |
| MFS Value R6 Fund | — | — | — | $181K | 0.8% | |
| MFS Mid Sap Value R6 Fund | — | — | — | $163K | 0.7% | |
| PIMCO Inc Instl | — | — | — | $140K | 0.6% | |
| Blackrock Mid Cap Gr Eq K | — | — | — | $119K | 0.5% | |
| Janus Henderson Janus Henderson Triton N | — | — | — | $96K | 0.4% | |
| NUVEEN TIAA LIFECYCLE INDEX 2020 R SEI · EIN 85-2999137 / PN 035 | Common Collective Trust | — | — | $81K | 0.4% | |
| NUVEEN TIAA LIFECYCLE IDX RMNT INC SEI · EIN 85-3241339 / PN 047 | Common Collective Trust | — | — | $60K | 0.3% | |
| Allspring Special Small Cap Val R6 | — | — | — | $57K | 0.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2010 R SEI · EIN 85-2937849 / PN 033 | Common Collective Trust | — | — | $14K | <0.1% |
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