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Original filing (PDF)20251014120929NAL0003887248001
EAGLE MOUNTAIN CASINO
Form 5500
FILING_RECEIVED
EAGLE MOUNTAIN CASINO 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
816
Accounts w/ balance
1,243
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLE MOUNTAIN CASINO.
Plan sponsor
Name
EAGLE MOUNTAIN CASINO
EIN
77-0430481
Address
P.O. BOX 1659 · PORTERVILLE, CA · 93258
Phone
(559) 788-6220
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORDKEEPER | $56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY ADVISOR | $6K | — |
Investments
20 direct securities · 1 pooled fund· $13.4M(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.
Uncategorized
$13.3M
20 holdings
Pooled Separate Account
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $2.0M | 14.9% | |
| Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $1.5M | 11.5% | |
| Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $1.5M | 10.9% | |
| Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $1.4M | 10.6% | |
| Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $1.1M | 8.6% | |
| Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $1.1M | 8.5% | |
| Mutual of America MoA Clear Passage 2060 Fund | — | — | — | $1.1M | 8.5% | |
| Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $951K | 7.1% | |
| Mutual of America MoA Clear Passage 2065 Fund | — | — | — | $821K | 6.1% | |
| Mutual of America Loan Fund | — | — | — | $685K | 5.1% | |
| Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $455K | 3.4% | |
| Mutual of America MoA Retirement Income Fund | — | — | — | $327K | 2.4% | |
| Mutual of America T. Rowe Price Blue Chip Growth I | — | — | — | $135K | 1.0% | |
| INVESTCO STABLE VALUE TRUST A1 MUTUAL OF AMERICA · EIN 84-1142974 / PN 002 | Pooled Separate Account | — | — | $62K | 0.5% | |
| Mutual of America Dodge & Cox Stock | — | — | — | $41K | 0.3% | |
| Mutual of America MoA Equity Index Fund | — | — | — | $28K | 0.2% | |
| Mutual of America Invesco Stable Value Trust A1 | — | — | — | $26K | 0.2% | |
| Mutual of America Vanguard Treasury Money Market Investor | — | — | — | $12K | <0.1% | |
| Mutual of America MoA Mid Cap Equity Index Fund | — | — | — | $6K | <0.1% | |
| Mutual of America Delaware Small Cap Value R6 | — | — | — | $2K | <0.1% | |
| Mutual of America Victory RS Small Cap Growth R6 | — | — | — | $2K | <0.1% |
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