Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRIAN TOOLEY RACING, INC.
EIN 47-2511490automotiveLatest filing 2024
Plans
2
Retirement
2
$24.5M assets
Welfare
0
Participants
157
2100 FILIATREAU LANE - BARDSTOWN, KY 40004502-233-8899briantooleyracing.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.5M assets / 157 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRIAN TOOLEY RACING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$22.3M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BRIAN TOOLEY RACING, INC. 401(K) PLAN
401k
Assets$2.2M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRIAN TOOLEY RACING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $22.3M | 78 | 2024 | |
| 002 | BRIAN TOOLEY RACING, INC. 401(K) PLAN | 401k | $2.2M | 79 | 2024 |
Retirement plans