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Original filing (PDF)20251010145949NAL0007909041001
CHURCHILL DOWNS INCORPORATED
Form 5500
FILING_RECEIVED
CHURCHILL DOWNS INCORPORATED 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
9,488
Accounts w/ balance
3,694
Plan assets (EOY)
$209.8M
Net assets (EOY)
$209.8M
How this plan invests
This plan
7 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHURCHILL DOWNS INCORPORATED.
Plan sponsor
Name
CHURCHILL DOWNS INCORPORATED
EIN
61-0156015
Address
600 NORTH HURSTBOURNE PKWY. · SUITE 400 · LOUISVILLE, KY · 40222
Phone
(502) 638-3887
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DEAN DORTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $198K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBABL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $14K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Investments
25 direct securities · 7 pooled funds· $215.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$188.5M
25 holdings
Common Collective Trust
$27.3M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $33.8M | 16.1% | |
| Fidelity Freedom Blend 2040 PR Fund | — | — | — | $16.1M | 7.7% | |
| Fidelity Freedom Blend 2030 PR Fund | — | — | — | $15.3M | 7.3% | |
| Fidelity Freedom Blend 2035 PR Fund | — | — | — | $14.7M | 7.0% | |
| Fidelity Equity Growth Fund | — | — | — | $14.7M | 7.0% | |
| Fidelity Freedom Blend 2045 PR Fund | — | — | — | $13.8M | 6.6% | |
| Fidelity Freedom Blend 2050 PR Fund | — | — | — | $11.0M | 5.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $10.2M | 4.8% | |
| Fidelity Freedom Blend 2055 PR Fund | — | — | — | $9.5M | 4.5% | |
| Standard Insurance Co. APEX - Guaranteed Fixed Interest Fund | — | — | — | $8.7M | 4.1% | |
| J H INTL ALPHA EQ U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $8.1M | 3.9% | |
| Frank Templeton Putnam Large Cap Value Fund | — | — | — | $7.5M | 3.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $7.5M | 3.6% | |
| Fidelity Freedom Blend 2025 PR Fund | — | — | — | $7.3M | 3.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $6.7M | 3.2% | |
| CORE PLUS BOND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $5.5M | 2.6% | |
| Fidelity Freedom Blend 2060 PR Fund | — | — | — | $4.5M | 2.1% | |
| Fidelity Freedom Blend 2020 PR Fund | — | — | — | $4.0M | 1.9% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.7% | |
| MassMutual Mid Cap Growth Fund | — | — | — | $2.4M | 1.2% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $2.4M | 1.1% | |
| Vanguard Developing Market Index Fund | — | — | — | $2.3M | 1.1% | |
| Lazard Emerging Markets Equity Fund | — | — | — | $1.6M | 0.8% | |
| LZD EMRG MKTS EQ ADV GREAT GRAY TRUST COMPANY, LLC · EIN 86-1758580 / PN 674 | Common Collective Trust | — | — | $1.6M | 0.8% | |
| Fidelity Freedom Blend Income Fund | — | — | — | $894K | 0.4% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $882K | 0.4% | |
| Fidelity Freedom Blend 2065 PR Fund | — | — | — | $568K | 0.3% | |
| PGIM High Yield Fund | — | — | — | $321K | 0.2% | |
| Fidelity Inflation Protected Bond Index Fund | — | — | — | $141K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $28K | <0.1% | |
| Fidelity Freedom Blend 2070 PR Fund | — | — | — | $2K | <0.1% | |
| LZD EMRG MKTS EQ ADV GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783871 / PN 938 | Common Collective Trust | — | — | $0 | <0.1% |