Original filing (PDF)20251015094851NAL0002192883001

TRUSTEES OF CALIFORNIA ASSOC. OF GOLF AND PRIVATE CLUBS WELFARE

Name: TRUSTEES OF CALIFORNIA ASSOC. OF GOLF AND PRIVATE CLUBS WELFARE — CALIFORNIA ASSOCIATION OF GOLF AND PRIVATE CLUBS WELFARE BENEFIT TRUST, Form 5500 (2024)
Creator: TRUSTEES OF CALIFORNIA ASSOC. OF GOLF AND PRIVATE CLUBS WELFARE

Form 5500

FILING_RECEIVED

CALIFORNIA ASSOCIATION OF GOLF AND PRIVATE CLUBS WELFARE BENEFIT TRUST

Health & welfare plan

Signals · 4

1 failed disclosure100% in single holding~91275 bps in Sched C feesNo recordkeeper disclosed

Active participants

38,318

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$196K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade D

Below-average — multiple flags

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF CALIFORNIA ASSOC. OF GOLF AND PRIVATE CLUBS WELFARE.

Plan sponsor

Name

TRUSTEES OF CALIFORNIA ASSOC. OF GOLF AND PRIVATE CLUBS WELFARE

EIN

81-6716859

Address