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Original filing (PDF)20251007152312NAL0002573811001
SMGHA NEVADA, LLC
Form 5500
FILING_RECEIVED
PALMS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,073
Accounts w/ balance
1,314
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMGHA NEVADA, LLC.
Plan sponsor
Name
SMGHA NEVADA, LLC
EIN
87-1815815
Address
4321 W. FLAMINGO ROAD · LAS VEGAS, NV · 89103
Phone
(702) 217-7010
Industry
Accommodation & Food Servicessee 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
2025-10-07
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
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $32K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
25 direct securities · 1 pooled fund· $10.6M(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
$10.2M
23 holdings
Common Collective Trusts
$182K
1 holding
Common Collective Trust
$182K
1 holding
Mutual Funds
$38K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retrmnt 2040 Fund | — | — | — | $1.4M | 14.3% | |
| Fidelity: Fidelity 500 Index Fund | — | — | — | $1.2M | 12.3% | |
| Vanguard Target Retrmnt 2035 Fund | — | — | — | $920K | 9.1% | |
| Vanguard Target Retrmnt 2030 Fund | — | — | — | $877K | 8.7% | |
| Vanguard Target Retrmnt 2045 Fund | — | — | — | $784K | 7.8% | |
| Dodge & Cox: Dodge & Cox Inc I Fund | — | — | — | $730K | 7.2% | |
| Vanguard: Vanguard Target Retrmnt 2025 Fund | — | — | — | $653K | 6.5% | |
| Vanguard Target Retrmnt Inc Fund | — | — | — | $469K | 4.6% | |
| Vanguard Target Retrmnt 2050 Fund | — | — | — | $426K | 4.2% | |
| Participants Notes Receivable with interest rates of 5.75% to 9.50% | — | — | — | $327K | 3.2% | |
| Participant Loans* Secured, 5.75% - 9.50%, maturing through 2029 | — | — | — | $327K | 3.2% | |
| Vanguard Target Retrmnt 2055 Fund | — | — | — | $295K | 2.9% | |
| American Funds American Funds EuroPacific Gr R5E Fund | — | — | — | $292K | 2.9% | |
| MFS New Discovery Value R3 Fund | — | — | — | $222K | 2.2% | |
| JP Morgan JP Morgan Mid Cap Eq R6 Fund | — | — | — | $209K | 2.1% | |
| Harbor Small Cap Gr Instl | — | — | — | $206K | 2.0% | |
| American Century American Century Gr A Fund | — | — | — | $200K | 2.0% | |
| Fidelity Lg Cap Stock Fund | — | — | — | $197K | 2.0% | |
| Transamerica Retirement Solution Co * Stabled Pooled-Inv Cl | Common Collective Trusts | — | — | $182K | 1.8% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $182K | 1.8% | |
| Vanguard Target Retrmnt 2060 | — | — | — | $140K | 1.4% | |
| Dodge & Cox Intnl Stock I Fund | — | — | — | $126K | 1.2% | |
| Baron Real Estate Instl Fund | — | — | — | $54K | 0.5% | |
| Vanguard Target Retrmnt 2065 Inv | — | — | — | $51K | 0.5% | |
| State Street State Street Instl US Govt Money Market Premier Fund | Mutual Funds | — | — | $38K | 0.4% | |
| BNY Mellon Natural Resources I | — | — | — | $3K | <0.1% |
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