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Original filing (PDF)20251007075051NAL0002300931001
HAMPTON GOLF INC
Form 5500
FILING_RECEIVED
HAMPTON GOLF INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
~75 bps in Sched C fees
Active participants
1,843
Accounts w/ balance
558
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 75 bps in Schedule C fees — 160% above peer band of 29 bps.
- Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMPTON GOLF INC.
Plan sponsor
Name
HAMPTON GOLF INC
EIN
59-3562871
Address
7845 BAYMEADOWS WAY · JACKSONVILLE, FL · 322567511
Phone
(904) 564-9129
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOANE CPA FIRM LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 74-2794194 | AUSTIN, TX | ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOANE CPA | 27-4431954 | CLEARMONT, FL | — | — | — |
Investments
38 direct securities· $12.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund | — | — | — | $2.2M | 17.5% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $1.4M | 10.8% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $1.3M | 10.7% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $1.1M | 8.4% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $846K | 6.7% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $792K | 6.3% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $777K | 6.2% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $734K | 5.8% | |
| Fidelity 500 Index | — | — | — | $709K | 5.6% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $453K | 3.6% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $278K | 2.2% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $252K | 2.0% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $246K | 2.0% | |
| JPMorgan U.S. Equity Fund Class R6 | — | — | — | $179K | 1.4% | |
| Fidelity Advisor Stock Selector | — | — | — | $136K | 1.1% | |
| Vanguard Explorer Fund | — | — | — | $130K | 1.0% | |
| Fidelity Government Cash Reserves | — | — | — | $122K | 1.0% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $91K | 0.7% | |
| MFS International Diversification Fund Class R4 | — | — | — | $88K | 0.7% | |
| Fidelity International Capital Apprec | — | — | — | $81K | 0.6% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $69K | 0.5% | |
| Fidelity Mid Cap Index | — | — | — | $65K | 0.5% | |
| Fidelity Balanced | — | — | — | $64K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | — | — | — | $63K | 0.5% | |
| American Funds Moderate Growth and Income Portfolio | — | — | — | $57K | 0.5% | |
| BlackRock High Yield Bond Portfolio Class K | — | — | — | $53K | 0.4% | |
| Fidelity Total Bond Fund | — | — | — | $50K | 0.4% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $46K | 0.4% | |
| Dodge and Cox Intl St Fund Cls 1 | — | — | — | $45K | 0.4% | |
| Fidelity Global ex US Index | — | — | — | $39K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $32K | 0.3% | |
| Fidelity US Bond Index | — | — | — | $26K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $21K | 0.2% | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund R6 | — | — | — | $21K | 0.2% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | — | — | — | $13K | 0.1% | |
| The Hartford Balanced Income Fund Class R6 | — | — | — | $12K | <0.1% | |
| Lord Abbett Short Duration Income Fund Class R6 | — | — | — | $10K | <0.1% | |
| Royce Small-Cap Opportunity Fund Institutional Class | — | — | — | $9K | <0.1% |
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