· 2022–2024 · DOL EFAST2

HERITAGE OAKS COUNTRY CLUB — HERITAGE OAKS COUNTRY CLUB 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250718093611NAL0002276528001

HERITAGE OAKS COUNTRY CLUB

Form 5500-SF

FILING_RECEIVED

HERITAGE OAKS COUNTRY CLUB 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

122

Accounts w/ balance

61

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

70

Total plan cost

n/a

Plan health

13

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE OAKS COUNTRY CLUB

EIN

65-0639147

Address

4800 CHASE OAKS DR. · SARASOTA, FL · 34241

Phone

(941) 926-7602

Industry

Arts, Entertainment, Recreationsee 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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

SPA 23 HEALTH & RACQUET CLUB

SPA 23 & RAQUETBALL INC. 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 23 participants

GREAT OAKS COUNTRY CLUB, INC.

GREAT OAKS COUNTRY CLUB, INC. 401(K) PLAN

$1.9M · 46 participants

THE ACORN CLUB 401(K) SAVINGS PLAN

$1.9M · 13 participants

ATLANTIC BEACH COUNTRY CLUB, INC.

ATLANTIC BEACH COUNTRY CLUB RETIREMENT PLAN

$1.9M · 96 participants

RIDE RESOURCES, INC. D/B/A RIDES-4-U, INC.

RIDE RESOURCES, INC. D/B/A RIDES-4-U, INC. PENSION PLAN