Back to filter
Original filing (PDF)20251030173529NAL0002603905001
WINSTAR FARM, LLC
Form 5500
FILING_RECEIVED
WINSTAR FARM 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
42
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score
70
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINSTAR FARM, LLC.
Plan sponsor
Name
WINSTAR FARM, LLC
EIN
75-2851493
Address
3001 PISGAH PIKE · VERSAILLES, KY · 40383
Phone
(859) 873-1717
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
MCGREGOR & ASSOCIATES, INC.
EIN
61-1211399
City
LEXINGTON, KY
Phone
(859) 233-4377
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
WILD BIRD CENTERS OF AMERICA I
WILD BIRD CENTERS OF AMERICA I 401(K) PROFIT SHARING PLAN & TRUST
$0
EBERLY HOOFS TRIMMING LLC
EBERLY HOOFS TRIMMING LLC OFB BENEFIT PLAN
$0
SANDERSON FARMS, INC.
SANDERSON FARMS, INC. AND AFFILIATES 401(K) PLAN
$0
JCT, LLC
JCT, LLC 401(K) PLAN
$0
WESTBANK FISHING, LLC.
WESTBANK FISHING, LLC. 401(K) PLAN
$0
BRASSLINE STABLES LLC
BRASSLINE STABLES LLC OFB BENEFIT PLAN
$0
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants