Retirement plan

CALLAWAY HOLDING COMPANY OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN

Name: CALLAWAY HOLDING COMPANY OF GEORGIA, INC. - CALLAWAY HOLDING COMPANY OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CALLAWAY HOLDING COMPANY OF GEORGIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALLAWAY HOLDING COMPANY OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN, CALLAWAY HOLDING COMPANY OF GEORGIA, INC.

CALLAWAY HOLDING COMPANY OF GEORGIA, INC.EIN 45-4345742Plan #001PY 2024

3645 MARKETPLACE BLVD, STE 130-318 - EAST POINT, GA 30344404-494-9788

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$696K

+20.4% from 2023

Total participants

0.0% from 2023

Average account balance

$116,068

+20.4% from 2023

Annual return

20.43%

+0.14 pp from 2023

Benchmarks

See 10,226 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,226 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$696K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$116K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.43%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$513

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$1026 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.442%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$116,068

$169,336-31.5%

$129,384-10.3%

$145,884-20.4%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

20.43%

14408.70%-14388.3pp

9461.77%-9441.3pp

551.85%-531.4pp

Employer contribution / active EE

$5,540-100.0%

$4,153-100.0%

$4,662-100.0%

Participant deferral / active EE

$4,985-100.0%

$4,166-100.0%

$6,690-100.0%

Admin fee / account holder

$513

$9,912-94.8%

$7,686-93.3%

$13,392-96.2%

CALLAWAY HOLDING COMPANY OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALLAWAY HOLDING COMPANY OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion