2023 Form 5500 filing — Troon Golf, L.L.C. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250825183557NAL0008097265001) for Troon Golf, L.L.C. 401(K) Plan, reported by Troon Golf, L.L.C. under EIN 86-0832529 and plan number 001. It reports 30,322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250825183557NAL0008097265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Troon Golf, L.L.C.
- EIN
- 86-0832529
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 30,322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $264,631,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $264,631,714
- Employer contributions
- $6,424,245
- Participant contributions
- $39,066,527
- Total income / additions
- $89,071,118
- Benefits paid
- $29,433,590
- Administrative expenses
- $1,269,663
- Total expenses
- $31,083,967
- Net increase / (decrease)
- $57,987,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,038,431 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $100,000 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $64,162 | not reported in the loaded dataset |
| Cbiz Operations Inc Dba Cbiz Cpas | AUDITOR | $47,120 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | OTHER | $19,950 | not reported in the loaded dataset |