How big is First Kentucky Securities' plan?

First Kentucky Securities' plan reported $4.9M in assets and 22 participants for 2025.

Original filing (PDF)20260513130206NAL0009224656001

First Kentucky Securities

Name: First Kentucky Securities — First Kentucky, Form 5500 (2025)
Creator: First Kentucky Securities
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Kentucky Securities 401(k) Plan

401(k) retirement plan · First Kentucky Securities' First Kentucky Securities 401(k) Plan held $4.9M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

First Kentucky Securities' EIN is 61-0924505.

EIN 61-0924505

Plan number 002

Plan year 2025

ACK ID 20260513130206NAL0009224656001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for First Kentucky Securities from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

First Kentucky Securities' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score