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Original filing (PDF)20250521182503NAL0003579104001
AMERICAN QUARTER HORSE ASSOCIATION
Form 5500
FILING_RECEIVED
AMERICAN QUARTER HORSE ASSOCIATION EMPLOYEE PENSION PLAN
Defined-benefit pension plan
Active participants
28
Accounts w/ balance
—
Plan assets (EOY)
$54.8M
Net assets (EOY)
$54.4M
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN QUARTER HORSE ASSOCIATION.
Plan sponsor
Name
AMERICAN QUARTER HORSE ASSOCIATION
EIN
75-0725576
Address
1600 QUARTER HORSE DR. · AMARILLO, TX · 791043406
Phone
(806) 376-4888
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-05-21
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
STOCKMAN KAST RYAN & CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARBERT MEZZANINE PARTNERS III, LP | 45-2704508 | BIRMINGHAM, AL | INVESTMENT MANAGEMENT | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL BANK | — | — | INVESTMENT MANANGEMENT | $27K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.