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Original filing (PDF)20251014104045NAL0003666080001
BETMGM, LLC
Form 5500
FILING_RECEIVED
BETMGM 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosureNo recordkeeper disclosed
Active participants
1,563
Accounts w/ balance
1,063
Plan assets (EOY)
$38.5M
Net assets (EOY)
$38.5M
How this plan invests
This plan
24 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
85
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- No recordkeeper disclosed on Schedule C.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETMGM, LLC.
Plan sponsor
Name
BETMGM, LLC
EIN
83-1679867
Address
200 HUDSON ST · PLAZA 2, SUITE 700 · JERSEY CITY, NJ · 07311
Phone
(201) 716-1169
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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P. C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedFailed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
23 direct securities · 24 pooled funds· $40.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$37.8M
22 holdings
Common Collective Trust
$3.0M
2 holdings
Mutual Funds
$4K
1 holding
Pooled Separate Account
$0
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund | — | — | — | $6.4M | 16.5% | |
| Fidelity 500 Index Fund | — | — | — | $5.5M | 14.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $5.5M | 14.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $3.7M | 9.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.4M | 8.8% | |
| Capital Group American Funds EUPAC R6 | — | — | — | $2.7M | 7.0% | |
| Common Collective Trust Ameriprise Trust Company Columbia Dividend Income Fund | — | — | — | $2.6M | 6.7% | |
| COL DIV INCOME CAP AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $2.6M | 6.7% | |
| Fidelity Small Cap Growth K6 Fund | — | — | — | $2.3M | 5.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.7M | 4.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.3M | 3.3% | |
| Dodge & Cox Dodge & Cox Income Fund Class X | — | — | — | $1.1M | 2.8% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% - | — | — | — | $475K | 1.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $420K | 1.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $337K | 0.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $310K | 0.8% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $209K | 0.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $152K | 0.4% | |
| Victory Capital Victory Sycamore Established Value Fund Class R6 228 JP Morgan JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $112K | 0.3% | |
| Fidelity Extended Market Index Fund | — | — | — | $35K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $23K | <0.1% | |
| Fidelity Total International Index | — | — | — | $19K | <0.1% | |
| MFS Mid Cap Growth R6 | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $2K | <0.1% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK CORE BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 196 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE SMALL CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 380 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DELAWARE IVY SCIENCE & TECH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 848 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADV INTL CPITAL APPR ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 202 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN EQ INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN U.S. EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 334 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NEUBERGER BERMAN STRTG INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 952 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SM CP GR IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS NEW PERSPECTIVE ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG D BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS EUROPACIFIC GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK HEALTH SCIENCES OPP ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 844 | Pooled Separate Account | — | — | $0 | <0.1% |