Bryson Tomsky signed Churchill Downs Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Churchill Downs Incorporated's EIN is 61-0156015.
Download the official 2024 Form 5500 (PDF) for Churchill Downs Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Churchill Downs Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $198K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBABL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $14K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $33.8M | 16.1% | |
| Fidelity Freedom Blend 2040 PR Fund | Mutual Funds | — | — | $16.1M | 7.7% | |
| Fidelity Freedom Blend 2030 PR Fund | Mutual Funds | — | — | $15.3M | 7.3% | |
| Fidelity Freedom Blend 2035 PR Fund | Mutual Funds | — | — | $14.7M | 7.0% | |
| Fidelity Equity Growth Fund | Mutual Funds | — | — | $14.7M | 7.0% | |
| Fidelity Freedom Blend 2045 PR Fund | Mutual Funds | — | — | $13.8M | 6.6% | |
| Fidelity Freedom Blend 2050 PR Fund | Mutual Funds | — | — | $11.0M | 5.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $10.2M | 4.8% | |
| Fidelity Freedom Blend 2055 PR Fund | Mutual Funds | — | — | $9.5M | 4.5% | |
| Standard Insurance Co. APEX - Guaranteed Fixed Interest Fund | Common Stocks | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $7.3M | 3.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $4.5M | 2.1% | |
| Fidelity Freedom Blend 2020 PR Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $2.4M | 1.2% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $2.4M | 1.1% | |
| Vanguard Developing Market Index Fund | Common Collective Trusts | — | — | $2.3M | 1.1% | |
| Lazard Emerging Markets Equity Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $568K | 0.3% | |
| PGIM High Yield Fund | Other securities | — | — | $321K | 0.2% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $141K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $28K | <0.1% | |
| Fidelity Freedom Blend 2070 PR Fund | Mutual Funds | — | — | $2K | <0.1% | |
| LZD EMRG MKTS EQ ADV GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783871 / PN 938 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $12K |
| — |
