Original filing (PDF)20231016164258NAL0051574528001

WIND CREEK BETHLEHEM, LLC

Name: WIND CREEK BETHLEHEM, LLC — WIND CREEK BETHLEHEM 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: WIND CREEK BETHLEHEM, LLC

Form 5500

FILING_RECEIVED

WIND CREEK BETHLEHEM 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,529

Accounts w/ balance

1,131

Plan assets (EOY)

$43.0M

Net assets (EOY)

$43.0M

How this plan invests

This plan

16 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

42 bps in Schedule C fees — modestly above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIND CREEK BETHLEHEM, LLC.

Plan sponsor

Name

WIND CREEK BETHLEHEM, LLC

EIN

83-3709270

Address

77 SANDS BLVD. · BETHLEHEM, PA · 18015

Phone

(251) 446-4248

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WARREN AVERETT, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT INC.	33-0905143	—	INVESTMENT ADVISORY	$56K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$127K	—

Investments

16 pooled funds· $33.7M(78% 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.

Investment	Type	Current value	% of plan
FLEXPATH IDX+ MOD 2035 I1 WILMINGTON TRUST · EIN 47-3002484 / PN 232	Common Collective Trust	$7.2M	16.8%
FLEXPATH IDX+ MOD 2025 I1 WILMINGTON TRUST · EIN 47-2950747 / PN 229	Common Collective Trust	$6.9M	16.0%
FLEXPATH IDX+ MOD 2045 I1 WILMINGTON TRUST · EIN 47-3071639 / PN 235	Common Collective Trust	$6.8M	15.8%
FLEXPATH IDX+ MOD 2055 I1 WILMINGTON TRUST · EIN 47-3188067 / PN 238	Common Collective Trust	$5.7M	13.3%
GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001	Common Collective Trust	$4.5M	10.6%
FLEXPATH IDX+ MOD RETIRE I1 WILMINGTON TRUST · EIN 47-2851418 / PN 226	Common Collective Trust	$954K	2.2%
FLEXPATH IDX+ AGG 2055 I1 WILMINGTON TRUST · EIN 47-3170652 / PN 237	Common Collective Trust	$476K	1.1%
FLEXPATH IDX+ AGG 2025 I1 WILMINGTON TRUST · EIN 47-2935740 / PN 228	Common Collective Trust	$422K	1.0%
FLEXPATH IDX+ AGG 2045 I1 WILMINGTON TRUST · EIN 47-3026996 / PN 234	Common Collective Trust	$319K	0.7%
FLEXPATH IDX+ AGG 2035 I1 WILMINGTON TRUST · EIN 47-2987118 / PN 231	Common Collective Trust	$219K	0.5%
FLEXPATH IDX+ AGG RETIRE I1 WILMINGTON TRUST · EIN 47-2836296 / PN 225	Common Collective Trust	$132K	0.3%
FLEXPATH IDX+ CON 2055 I1 WILMINGTON TRUST · EIN 47-3216409 / PN 239	Common Collective Trust	$22K	<0.1%
FLEXPATH IDX+ CON 2025 I1 WILMINGTON TRUST · EIN 47-2961375 / PN 230	Common Collective Trust	$12K	<0.1%
FLEXPATH IDX+ CON RETIRE I1 WILMINGTON TRUST · EIN 47-2916729 / PN 227	Common Collective Trust	$2K	<0.1%
FLEXPATH IDX+ CON 2035 I1 WILMINGTON TRUST · EIN 47-3018134 / PN 233	Common Collective Trust	$353	<0.1%
FLEXPATH IDX+ CON 2045 I1 WILMINGTON TRUST · EIN 47-3144367 / PN 236	Common Collective Trust	$0	<0.1%