Original filing (PDF)20231016161445NAL0038457249001

SF COMPANIES HOLDINGS, LLC

Name: SF COMPANIES HOLDINGS, LLC — SPORTS FACILITIES MANAGEMENT, LLC 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: SF COMPANIES HOLDINGS, LLC

Form 5500

FILING_RECEIVED

SPORTS FACILITIES MANAGEMENT, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

~239 bps in Sched C fees

Active participants

270

Accounts w/ balance

102

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

How this plan invests

This plan

1 collective trust

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 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

SF COMPANIES HOLDINGS, LLC

EIN

87-4041021

Address

600 CLEVELAND STREET · SUITE 910 · CLEARWATER, FL · 33755

Phone

(727) 474-3845

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

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
JW COLE FINANCIAL	—	TAMPA, FL	BROKER ADVISOR	$0	—

TPA / Administrator

Name	EIN	Location	Relation

Investments

1 pooled fund· $18K(1% 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
SSGA US INFLATION PROTECTED BOND IN STATE STREET GLOCAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 168	Common Collective Trust	$18K	1.2%

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