Original filing (PDF)20251103124751NAL0010552304001

LUCKETT & FARLEY HOLDING COMPANY

Name: LUCKETT & FARLEY HOLDING COMPANY — LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT, Form 5500 (2024)
Creator: LUCKETT & FARLEY HOLDING COMPANY

Form 5500

FILING_RECEIVED

LUCKETT & FARLEY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Defined-contribution retirement plan

Signals · 2

100% in single holding100% employer stock

Active participants

Accounts w/ balance

187

Plan assets (EOY)

$10.1M

Net assets (EOY)

$9.4M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

100% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUCKETT & FARLEY HOLDING COMPANY.

Plan sponsor

Name

LUCKETT & FARLEY HOLDING COMPANY

EIN

46-1647927

Address

737 SOUTH 3RD STREET · LOUISVILLE, KY · 40202

Phone

(502) 585-4181

Industry