Original filing (PDF)20250715103805NAL0001528131001

HERITAGE PALMS GOLF & COUNTRY CLUB

Name: HERITAGE PALMS GOLF & COUNTRY CLUB — SPTCO MEP 401(K) FOR HERITAGE PALMS GOLF AND COUNTRY CLUB, Form 5500 (2024)
Creator: HERITAGE PALMS GOLF & COUNTRY CLUB

Form 5500-SF

FILING_RECEIVED

SPTCO MEP 401(K) FOR HERITAGE PALMS GOLF AND COUNTRY CLUB

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

189

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score

/ 100

Grade C

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE PALMS GOLF & COUNTRY CLUB.

Plan sponsor

Name

HERITAGE PALMS GOLF & COUNTRY CLUB

EIN

65-0825023