How big is Worldwide Golf Shops LLC's plan?

Worldwide Golf Shops LLC's plan reported $38.1M in assets and 1,577 participants for 2024.

Original filing (PDF)20251014130129NAL0001383827001

Worldwide Golf Shops LLC

Name: Worldwide Golf Shops LLC — Worldwide Golf Shops LLC, Form 5500 (2024)
Creator: Worldwide Golf Shops LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Worldwide Golf Shops LLC 401(k) Plan

401(k) retirement plan · Worldwide Golf Shops LLC's Worldwide Golf Shops LLC 401(k) Plan held $38.1M in plan assets for 1,577 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,577

Accounts w/ balance

1,997

Plan assets (EOY)

$38.1M

Net assets (EOY)

$38.1M

People on this filing

Nathan Levoit signed Worldwide Golf Shops LLC's 2024 Form 5500 as plan administrator.

Nathan Levoit — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Worldwide Golf Shops LLC's EIN is 86-3196942.

EIN 86-3196942

Plan number 001

Plan year 2024

ACK ID 20251014130129NAL0001383827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Worldwide Golf Shops LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Worldwide Golf Shops LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORLDWIDE GOLF SHOPS LLC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Total administrative cost in the bottom quartile of peers (10th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

WORLDWIDE GOLF SHOPS LLC

EIN

all filings

Address

1430 VILLAGE WAY, SUITE J · SANTA ANA, CA · 92705

Phone

(714) 543-8284

Industry

Retail Trade

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AM	—	GREEWOOD VILLAGE, CO	RECORDKEEPER	$195K	—
FUTUREPLAN BY ASCENSUS	11-3665754	—	THIRD PARTY ADMIN.	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS, LLC

Investments

32 direct securities· $38.1M(100% of reported assets)

Mutual Funds

$23.7M

19 holdings

Other securities

$8.8M

10 holdings

Common Collective Trusts

$3.8M

1 holding

Common Stocks

$1.7M

1 holding

Cash / Money Market

$73K

1 holding

					% of plan
American Funds Amrcn Fnds 2030 Dt Ret Fd -	Mutual Funds	—	—	$4.4M	11.5%
Vanguard 500 Index Fd -	Common Collective Trusts	—	—	$3.8M	10.1%
T. Rowe Price T. Rowe Price Bl Chip Grwth Fd -	Other securities	—	—	$3.8M	9.8%
American Funds Amrcn Fnds 2035 Dt Ret Fd -	Mutual Funds	—	—	$2.9M	7.6%
American Funds Amrcn Fnds 2045 Dt Ret Fd -	Mutual Funds	—	—	$2.7M	7.0%
American Funds Amrcn Fnds 2040 Dt Ret Fd -	Mutual Funds	—	—	$2.2M	5.8%
American Funds Amrcn Fnds 2020 Dt Ret Fd -	Mutual Funds	—	—	$1.8M	4.8%
American Funds Amrcn Fnds 2055 Dt Ret Fd -	Mutual Funds	—	—	$1.8M	4.8%
Massachusetts Mutual Life Insurance Company Guaranteed Interest Account*** -	Common Stocks	—	—	$1.7M	4.5%
American Funds Amrcn Fnds 2025 Dt Ret Fd -	Mutual Funds	—	—	$1.4M	3.8%
American Funds Amrcn Fnds 2050 Dt Ret Fd -	Mutual Funds	—	—	$1.3M	3.3%
American Funds Amrcn Fnds 2060 Dt Ret Fd -	Mutual Funds	—	—	$1.2M	3.1%
JPMorgan Small Cap Growth Fd -	Other securities	—	—	$1.1M	2.8%
Oakmark Equity & Income Fd -	Other securities	—	—	$967K	2.5%
American Funds Amrcn Fnds 2065 Dt Ret Fd -	Mutual Funds	—	—	$752K	2.0%
MFS Investment Management MFS Value Fund -	Mutual Funds	—	—	$736K	1.9%
Vanguard Small Cap Index Fd -	Mutual Funds	—	—	$736K	1.9%
Maturities from 12/9/22 to 7/30/30 -	Other securities	—	—	$650K	1.7%
MFS Investment Management MFS Intl Diversification Fd -	Mutual Funds	—	—	$610K	1.6%
Western Asset Cr Plus Bond Fd -	Other securities	—	—	$478K	1.3%
PGIM High-Yield Fd -	Other securities	—	—	$477K	1.3%
Vanguard Mid Cap Index Fd -	Mutual Funds	—	—	$439K	1.2%
American Century American Century Sm Cap Val Fd -	Other securities	—	—	$435K	1.1%
American Century American Century Mid Cp Val Fd -	Other securities	—	—	$365K	1.0%
JPMorgan Mid Cap Growth Fd -	Other securities	—	—	$334K	0.9%
Vanguard Infl-Protectd Secs Fd -	Mutual Funds	—	—	$279K	0.7%
American Funds Amrcn Fnds New World Fund -	Mutual Funds	—	—	$240K	0.6%
Principal Real Estate Secs Fd -	Other securities	—	—	$240K	0.6%
American Funds Amrcn Fnds 2015 Dt Ret Fd -	Mutual Funds	—	—	$115K	0.3%
Vanguard Dvlpd Mrkts Indx Fd -	Mutual Funds	—	—	$93K	0.2%
Massachusetts Mutual Life Insurance Company Premier U.S. Government Money Market -	Cash / Money Market	—	—	$73K	0.2%
American Funds Amrcn Fnds 2010 Dt Ret Fd -	Mutual Funds	—	—	$4K	<0.1%