AUMdb

Churchill Downs Incorporated 401(k) Retirement Plan

Sponsored by Churchill Downs Incorporated · EIN 610156015 · Plan #003

Total assets
$210M
Net assets
$210M
Active participants
9,488
With balances
3,694

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 fuzzy_auto · 99% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $198,226
Globabl Retirement Partners, Llc Investment advisory (plan) $13,750
Strategic Advisors, Inc. Investment advisory (plan) $12,494