Troon Golf, L.L.C. 401(K) Plan — Form 5500 plan (Troon Golf, L.L.C.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Troon Golf, L.L.C. 401(K) Plan is a benefit plan reported by Troon Golf, L.L.C. under EIN 86-0832529 and plan number 001. The latest loaded filing year is 2023. The filing reports 30,322 participants and $264,631,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Troon Golf, L.L.C.
- EIN
- 86-0832529
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 30,322
- End-of-year plan assets
- $264,631,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,322 | H, C | 20250825183557NAL0008097265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $264,631,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $264,631,714
- Net assets (BOY)
- $201,393,008
Income & contributions
- Employer contributions
- $6,424,245
- Participant contributions
- $39,066,527
- Total contributions
- $49,952,542
- Total income / additions
- $89,071,118
Expenses & distributions
- Benefits paid
- $29,433,590
- Administrative expenses
- $1,269,663
- Total expenses
- $31,083,967
- Net increase / (decrease)
- $57,987,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,038,431 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $100,000 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $64,162 | not reported in the loaded dataset | 2023 |
| Cbiz Operations Inc Dba Cbiz Cpas | AUDITOR | $47,120 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | OTHER | $19,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Troon Golf, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Cbiz Operations Inc Dba Cbiz Cpas — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation