Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
CARAVON GOLF COMPANY, LTD
EIN 34-1897672Latest filing 2025
Plans
3
Retirement
2
$1.1M assets
Welfare
1
Participants
201
27500 DETROIT RD, STE 300 - WESTLAKE, OH 44145440-892-6800
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 193 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CARAVON GOLF COMPANY, LTD. PROFIT-SHARING PLAN AND TRUST
ProfitSharing
Assets$888K
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARAVON GOLF COMPANY, LTD. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$174K
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARAVON GOLF COMPANY, LTD CHAMBER BENEFIT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CARAVON GOLF COMPANY, LTD. PROFIT-SHARING PLAN AND TRUST | ProfitSharing | $888K | 100 | 2024 | |
| 002 | CARAVON GOLF COMPANY, LTD. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $174K | 93 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARAVON GOLF COMPANY, LTD CHAMBER BENEFIT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans