· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HORNING INVESTMENTS, LLC — HORNING INVESTMENTS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010153015NAL0018392818001
HORNING INVESTMENTS, LLC
Form 5500-SF
FILING_RECEIVED
HORNING INVESTMENTS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
78
Accounts w/ balance
69
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HORNING INVESTMENTS, LLC
.
Find decision makers
Plan sponsor
Name
HORNING INVESTMENTS, LLC
EIN
20-1673475
Address
2340 ENTERPRISE PARK PLACE, SUITE A · INDIANAPOLIS, IN · 46218
Phone
(317) 636-9128
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
SPRUCEVIEW CAPITAL PARTNERS LLC
SPRUCEVIEW 401(K)
$2.3M · 14 participants
CARROLL INVESTORS, INC.
CARROLL INVESTORS, INC. 401(K) PROFIT SHARING PLAN
$2.3M · 3 participants
DRAKE STAR SERVICES LLC
DRAKE STAR SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 12 participants
PALLAS CAPITAL ADVISORS LLC
PALLAS CAPITAL ADVISORS 401(K) PLAN
$2.3M · 21 participants
BERTSCH INVESTMENT STRATEGIES, LLC
BERTSCH INVESTMENT STRATEGIES, LLC 401(K) PLAN
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 3 participants
THE DICHTER/PAPPAS GROUP
THE DICHTER/PAPPAS GROUP 401(K) PROFT SHARING PLAN
$2.4M · 5 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
