· 2022–2024 · DOL EFAST2

KENTUCKY RIVER PROPERTIES, LLC — KENTUCKY RIVER PROPERTIES, LLC CBS BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20251229132646NAL0009761091001

KENTUCKY RIVER PROPERTIES, LLC

Form 5500-SF

FILING_RECEIVED

KENTUCKY RIVER PROPERTIES, LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

16

Accounts w/ balance

—

Plan assets (EOY)

$57K

Net assets (EOY)

$18K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENTUCKY RIVER PROPERTIES, LLC.

Plan sponsor

Name

KENTUCKY RIVER PROPERTIES, LLC

EIN

37-1450003

Address

360 E VINE STREET · STE 310 · LEXINGTON, KY · 40507

Phone

(859) 721-7977

Industry

Real Estatesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

BRENEMAN CAPITAL LLC

BRENEMAN CAPITAL 401K PLAN

$57K · 5 participants

GLEN STREET ASSOCIATES LLC

GLEN STREET ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

$56K · 8 participants

THE ELEANOR HOFFMAN LIVINGSTON TRUST

ELEANOR HOFFMAN LIVINGSTON TRUST INCENTIVE SAVINGS PLAN

$56K · 1 participants

SPIRA EQUITY PARTNERS US, INC.

SPIRA EQUITY PARTNERS US 401(K) PLAN

$58K · 1 participants

PROSPECT EQUITIES REAL ESTATE LL

PROSPECT EQUITIES REAL ESTATE LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.