Shadwell Farm, LLCMoney purchase plan
SHADWELL FARM RETIREMENT PLAN · LEXINGTON, KY · plan year 2022
Shadwell Farm, LLC's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $15,019,607 across 109 participant accounts, with employer contributions averaging $7,803 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 364th-largest of 871 plans among Kentucky employers on file, and the 325th of 945 in agriculture, forestry & fishing.
Shadwell Farm, LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 611065368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.