Original filing (PDF)20250708103614NAL0004581457001

CLUBWORKS, LLC

Name: CLUBWORKS, LLC — CLUBWORKS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CLUBWORKS, LLC

Form 5500-SF

FILING_RECEIVED

CLUBWORKS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

170

Accounts w/ balance

117

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

CLUBWORKS, LLC

EIN

87-3968048

Address

525 SOUTH FLAGLER DRIVE · SUITE 500 · WEST PALM BEACH, FL · 33401

Phone

(202) 400-1825

Industry

Professional & Technical Servicessee all

Plan administrator

Name

COMPASS 360 LLC,

EIN

81-1939215

City

US STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

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)

Small plans don't disclose service providers

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