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Original filing (PDF)20251014091221NAL0003456304002
GOLF MANAGEMENT OPERATING, LLC
Form 5500
FILING_RECEIVED
CENTURY GOLF 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,556
Accounts w/ balance
1,323
Plan assets (EOY)
$38.8M
Net assets (EOY)
$38.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 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
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLF MANAGEMENT OPERATING, LLC.
Plan sponsor
Name
GOLF MANAGEMENT OPERATING, LLC
EIN
88-0528324
Address
THREE LINCOLN CENTRE · 5430 LBJ FREEWAY SUITE 1400 · DALLAS, TX · 75240
Phone
(972) 419-1400
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TA RETIREMENT SOLUTIONS, LLC | 13-3689044 | — | RECORDKEEPER | $85K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISOR | $19K | — |
Investments
27 direct securities · 2 pooled funds· $56.9M(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
$33.0M
25 holdings
Common Collective Trust
$14.8M
2 holdings
Mutual Funds
$7.2M
1 holding
Guaranteed Income / GIC
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CT · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $14.8M | 38.1% | |
| The Vanguard Group Vanguard 500 Index Fund Admiral Shares N/R | Mutual Funds | — | — | $7.2M | 18.5% | |
| The Vanguard Group Vanguard Value Index Fund Admiral Shares N/R | — | — | — | $3.6M | 9.4% | |
| The TCW Group TCW MetWest Total Returns Bond Fund - P N/R | — | — | — | $3.3M | 8.6% | |
| Metropolitan West Metropolitan West Total Rturn Bd P | — | — | — | $3.3M | 8.6% | |
| Common Collective Trusts * Transamerica Retirement Transamerica RetireOnTrack 2030 Fund N/R | — | — | — | $2.4M | 6.3% | |
| Solutions Corporation * Transamerica Retirement Transamerica RetireOnTrack 2045 Fund N/R | — | — | — | $2.3M | 5.9% | |
| Shares JPMorgan Chase JPMorgan Large Cap Growth Fund Class N/R | — | — | — | $2.2M | 5.7% | |
| Solutions Corporation * Transamerica Retirement Transamerica RetireOnTrack 2035 Fund N/R | — | — | — | $2.2M | 5.6% | |
| Solutions Corporation * Transamerica Retirement Transamerica RetireOnTrack 2055 Fund N/R | — | — | — | $2.1M | 5.5% | |
| Solutions Corporation * Transamerica Retirement Transamerica RetireOnTrack 2050 Fund N/R | — | — | — | $2.0M | 5.3% | |
| R6 MFS Investment Management MFS International Growth Fund Class R6 N/R | — | — | — | $2.0M | 5.2% | |
| Transamerica Life Ins. Co. Transamerica Stable Val Ascend ion | Guaranteed Income / GIC | — | — | $1.9M | 4.9% | |
| Solutions Corporation * Transamerica Retirement Transamerica RetireOnTrack 2040 Fund N/R | — | — | — | $1.7M | 4.4% | |
| Solutions Corporation * Transamerica Retirement Transamerica RetireOnTrack 2025 Fund N/R | — | — | — | $1.2M | 3.0% | |
| Fidelity Investments Fidelity Advisor Small Cap Growth Fund - N/R | — | — | — | $1.1M | 2.9% | |
| Class Z Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $984K | 2.5% | |
| Columbia Threadneedle Columbia Select Mid Cap Value Fund N/R | — | — | — | $688K | 1.8% | |
| Solutions Corporation Participant Loans Interest rates: 5.25% - 10.50% $0 | — | — | — | $504K | 1.3% | |
| Institutional 3 Class Dimensional Fund Advisors DFA Emerging Markets Portfolio Institutional N/R | — | — | — | $331K | 0.9% | |
| Solutions Corporation * Transamerica Retirement Transamerica RetireOnTrack 2020 Fund N/R | — | — | — | $268K | 0.7% | |
| Solutions Corporation * Transamerica Retirement Transamerica RetireOnTrack 2010 Fund N/R | — | — | — | $215K | 0.6% | |
| Transamerica Retirement Transamerica RetireOnTrack 2015 Fund N/R | — | — | — | $150K | 0.4% | |
| Solutions Corporation * Transamerica Retirement Transamerica RetireOnTrack 2065 Fund N/R | — | — | — | $116K | 0.3% | |
| Solutions Corporation * Transamerica Retirement Transamerica RetireOnTrack 2060 Fund N/R | — | — | — | $100K | 0.3% | |
| Class Capital Group Companies American Funds American Balanced Fund® N/R | — | — | — | $70K | 0.2% | |
| Dimensional DFA Commodity Strategy | — | — | — | $34K | <0.1% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $7K | <0.1% | |
| STABLE VALUE FUND R1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $0 | <0.1% |