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Original filing (PDF)20250909171122NAL0020445329001
SUMMIT GOLF BRANDS INC.
Form 5500
FILING_RECEIVED
SUMMIT GOLF BRANDS INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
138
Accounts w/ balance
106
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT GOLF BRANDS INC..
Plan sponsor
Name
SUMMIT GOLF BRANDS INC.
EIN
98-0426349
Address
FOUR CORPORATE DRIVE · SUITE 388 · SHELTON, CT · 06484
Phone
(608) 924-2360
Industry
Wholesale Tradesee 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
2025-09-09
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FIORITA KORNHAAS AND COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
28 direct securities· $5.4M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.0M | 18.4% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $570K | 10.1% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $513K | 9.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $398K | 7.0% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $372K | 6.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $360K | 6.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $269K | 4.7% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $236K | 4.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $217K | 3.8% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $206K | 3.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $194K | 3.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $144K | 2.5% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $140K | 2.5% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 603 Vanguard Wellington Admiral Vanguard 0 | — | — | — | $119K | 2.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $113K | 2.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $98K | 1.7% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $87K | 1.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $51K | 0.9% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $46K | 0.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $45K | 0.8% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $40K | 0.7% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $39K | 0.7% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $36K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $31K | 0.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $27K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $17K | 0.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $7K | 0.1% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $5K | <0.1% |
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