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Original filing (PDF)20251002130223NAL0000525457001
CDN GOLF MANAGEMENT INC.
Form 5500
FILING_RECEIVED
CDN GOLF MANAGEMENT INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
~76 bps in Sched C feesNo recordkeeper disclosed
Active participants
211
Accounts w/ balance
187
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDN GOLF MANAGEMENT INC..
Plan sponsor
Name
CDN GOLF MANAGEMENT INC.
EIN
88-3302411
Address
17590 PONCE DE LEON BLVD · BROOKSVILLE, FL · 346140000
Phone
(646) 876-9715
Industry
All Other Professional Services· Professional & Technical 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
2025-10-02
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)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN ADV | 35-2467663 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
Investments
15 direct securities · 3 pooled funds· $5.3M(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
$3.7M
14 holdings
Mutual Funds
$1.2M
1 holding
Common Collective Trust
$425K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Advisors, LLC LifePath Index Retirement Fund Class K | Mutual Funds | — | — | $1.2M | 23.1% | |
| BlackRock Advisors, LLC LifePath Index 2030 Fund Class K | — | — | — | $917K | 17.2% | |
| BlackRock Advisors, LLC LifePath Index 2045 Fund Class K | — | — | — | $828K | 15.5% | |
| BlackRock Advisors, LLC LifePath Index 2035 Fund Class K | — | — | — | $495K | 9.3% | |
| BlackRock Advisors, LLC LifePath Index 2050 Fund Class K | — | — | — | $392K | 7.3% | |
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $375K | 7.0% | |
| BlackRock Advisors, LLC LifePath Index 2040 Fund Class K | — | — | — | $341K | 6.4% | |
| BlackRock Advisors, LLC LifePath Index 2060 Fund Class K | — | — | — | $157K | 3.0% | |
| BlackRock Advisors, LLC LifePath Index 2065 Fund Class K | — | — | — | $136K | 2.6% | |
| BlackRock Advisors, LLC LifePath Index 2055 Fund Class K | — | — | — | $121K | 2.3% | |
| Participant loans Interest rates from 5.75% to 9.50% - 0 - | — | — | — | $100K | 1.9% | |
| Fidelity Management & Research Mid Cap Index Fund | — | — | — | $85K | 1.6% | |
| LORD ABBETT TL RET TR II BP FD WILMINGTON TRUST CO. · EIN 51-6521510 / PN 324 | Common Collective Trust | — | — | $41K | 0.8% | |
| Fidelity Management & Research International Index Fund | — | — | — | $38K | 0.7% | |
| Fidelity Management & Research Small Cap Index Fund | — | — | — | $29K | 0.5% | |
| Principal Global Investors Diversified Real Asset R6 Fund | — | — | — | $26K | 0.5% | |
| Fidelity Management & Research Emerging Markets Index Fund | — | — | — | $12K | 0.2% | |
| PIMCO STABLE INCOME FD CL 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $9K | 0.2% |
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