Horizons Programs, Inc.'s EIN is 06-1207164.
Download the official 2024 Form 5500 (PDF) for Horizons Programs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horizons Programs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FREEMAN RETIREMENT PLAN CONSULTING | 27-0212300 | — | TPA | — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $8.4M | 93.6% | |
| VOYA RET ANNUITY CO SEPARATE A/C D VOYA RETIREMENT INSURANCE AND ANNUTIY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.4M | 93.6% | |
| [Assets held in participant loans] | Other | — | — | $138K | 1.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUILMARTIN DIPIRO AND SOKOLOWSKI | 06-0971998 | — | AUDITOR | $6K | — |
