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Original filing (PDF)20250926162655NAL0012037395001
GLEN IVY HOT SPRINGS
Form 5500
FILING_RECEIVED
GLEN IVY HOT SPRINGS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
274
Accounts w/ balance
112
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLEN IVY HOT SPRINGS.
Plan sponsor
Name
GLEN IVY HOT SPRINGS
EIN
95-3106361
Address
25000 GLEN IVY ROAD · CORONA, CA · 92883
Phone
(951) 277-3529
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
2025-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SOREN MCADAM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $20K | — |
Investments
18 direct securities · 4 pooled funds· $4.4M(98% 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
$2.9M
17 holdings
Common Collective Trust
$1.0M
4 holdings
Mutual Funds
$426K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $530K | 11.9% | |
| s * Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $426K | 9.5% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2050 Fund | — | — | — | $418K | 9.4% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2040 Fund | — | — | — | $328K | 7.3% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2030 Fund | — | — | — | $323K | 7.2% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2035 Fund | — | — | — | $281K | 6.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $247K | 5.5% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2015 Fund | — | — | — | $245K | 5.5% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2060 Fund | — | — | — | $206K | 4.6% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $198K | 4.4% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $184K | 4.1% | |
| Columbia Funds Columbia Dividend Income | — | — | — | $159K | 3.6% | |
| Pioneer Funds Pioneer Bond Fund Class Y | — | — | — | $154K | 3.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $140K | 3.1% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2055 Fund | — | — | — | $136K | 3.0% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2025 Fund | — | — | — | $111K | 2.5% | |
| Fidelity Investments Fidelity Equity Growth Fund | — | — | — | $102K | 2.3% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2045 Fund | — | — | — | $84K | 1.9% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2020 Fund | — | — | — | $53K | 1.2% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $29K | 0.7% | |
| MFS Investment MFS Mid Cap Growth Fund Class R6 | — | — | — | $14K | 0.3% | |
| MFS Investment MFS New Discovery Small Growth Fund Class R6 | — | — | — | $5K | 0.1% |