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Original filing (PDF)20251007102323NAL0007926816002
CACHE CREEK CASINO RESORT
Form 5500
FILING_RECEIVED
CACHE CREEK 401(K) PLAN
401(k) retirement plan
Active participants
1,994
Accounts w/ balance
1,814
Plan assets (EOY)
$127.1M
Net assets (EOY)
$127.1M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CACHE CREEK CASINO RESORT.
Plan sponsor
Name
CACHE CREEK CASINO RESORT
EIN
93-0893432
Address
14455 HIGHWAY 16 · BROOKS, CA · 95606
Phone
(530) 796-3118
Industry
Arts, Entertainment, Recreationsee 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)
Audit & trust (Schedule H)
Auditor
CAMPBELL TAYLORWASHBURN
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 | $44K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
33 direct securities· $132.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Mutual Fund - | — | — | — | $25.7M | 20.2% | |
| JP Morgan US Research Enhanced Equity R6 Mutual Fund - | — | — | — | $11.7M | 9.2% | |
| Vanguard Federal Money Market Money Market Fund - | — | — | — | $10.9M | 8.6% | |
| Vanguard Information Technology Index Admiral Mutual Fund - | — | — | — | $8.0M | 6.3% | |
| American Funds Balanced Fund R6 Mutual Fund - | — | — | — | $6.0M | 4.7% | |
| Vanguard International Growth Fund Admiral Mutual Fund - | — | — | — | $6.0M | 4.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $5.8M | 4.5% | |
| Participant Loans Interest at 4.25% - 9.50% - | — | — | — | $5.8M | 4.5% | |
| Vanguard Selected Value Mutual Fund - | — | — | — | $5.3M | 4.1% | |
| Vanguard Small Cap Val Index Adm | — | — | — | $5.1M | 4.0% | |
| American Funds Target Retirement Date 2040 R6 Mutual Fund - | — | — | — | $4.3M | 3.4% | |
| American Funds Target Retirement Date 2045 R6 Mutual Fund - | — | — | — | $4.1M | 3.2% | |
| American Funds Target Retirement Date 2035 R6 Mutual Fund - | — | — | — | $4.0M | 3.2% | |
| American Funds Target Retirement Date 2030 R6 Mutual Fund - | — | — | — | $3.7M | 2.9% | |
| American Funds Target Retirement Date 2025 R6 Mutual Fund - | — | — | — | $3.1M | 2.4% | |
| Vanguard Large Cap Index Admiral Mutual Fund - | — | — | — | $3.1M | 2.4% | |
| American Funds Target Retirement Date 2050 R6 Mutual Fund - | — | — | — | $3.1M | 2.4% | |
| American Funds Target Retirement Date 2055 R6 Mutual Fund - | — | — | — | $2.6M | 2.1% | |
| T. Rowe Price Value Mutual Fund - | — | — | — | $2.5M | 2.0% | |
| PIMCO Income Institutional Mutual Fund - | — | — | — | $2.0M | 1.6% | |
| DFA Intermediate Government Fixed Income l Mutual Fund - | — | — | — | $2.0M | 1.6% | |
| Aberdeen Global Infrastructure Institutional Mutual Fund - | — | — | — | $1.9M | 1.5% | |
| American Funds Target Retirement Date 2060 R6 Mutual Fund - | — | — | — | $1.7M | 1.4% | |
| John Hancock Bond Institutional Mutual Fund - | — | — | — | $1.7M | 1.3% | |
| First Eagle Global Overseas Mutual Fund - | — | — | — | $1.0M | 0.8% | |
| American Funds Target Retirement Date 2020 R6 Mutual Fund - | — | — | — | $1.0M | 0.8% | |
| DFA Global Equity Institutional Mutual Fund - | — | — | — | $252K | 0.2% | |
| Dimensional DFA Glbl Eq I | — | — | — | $252K | 0.2% | |
| American Funds Target Retirement Date 2015 R6 Mutual Fund - | — | — | — | $216K | 0.2% | |
| American Funds Target Retirement Date 2065 R6 Mutual Fund - | — | — | — | $132K | 0.1% | |
| American Funds Target Retirement Date 2070 R6 Mutual Fund - | — | — | — | $75K | <0.1% | |
| American Funds Target Retirement Date 2010 R6 Mutual Fund - | — | — | — | $66K | <0.1% | |
| State Street Bank & Trust Co Cash - | — | — | — | $18K | <0.1% |
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