Original filing (PDF)20250403151741NAL0010445281001

KEENELAND ASSOCIATION, INC.

Name: KEENELAND ASSOCIATION, INC. — AMENDED AND RESTATED KEENELAND EMPLOYEES' SECURITY PLAN AND TRUST AGREEMENT, Form 5500 (2023)
Creator: KEENELAND ASSOCIATION, INC.

Form 5500

FILING_RECEIVED

AMENDED AND RESTATED KEENELAND EMPLOYEES' SECURITY PLAN AND TRUST AGREEMENT

Defined-benefit pension plan

Active participants

241

Accounts w/ balance

—

Plan assets (EOY)

$37.0M

Net assets (EOY)

$37.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEENELAND ASSOCIATION, INC..

Plan sponsor

Name

KEENELAND ASSOCIATION, INC.

EIN

61-0597425

Address

4201 VERSAILLES ROAD · LEXINGTON, KY · 40510

Phone

(859) 254-3412

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-06-30

Tax period

2024-06-29

Filed

2025-04-03

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

DEAN DORTON ALLEN FORD, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN INC	91-0675641	—	ACTUARY/RECORD KEEPER	$84K	—

Investments

1 pooled fund· $21.1M(57% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
DB GROWTH PORTFOLIO INSTITUTIONAL C WILMINGTON TRUST · EIN 16-1486454 / PN 001	Common Collective Trust	$21.1M	56.9%

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