Original filing (PDF)20231227090734NAL0005224707001

Horter Investment Management, LLC

Name: Horter Investment Management, LLC — HIM Retirement, Form 5500 (2022)
Creator: Horter Investment Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HIM Retirement Plan

Defined-benefit pension plan · Horter Investment Management, LLC's HIM Retirement Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Horter Investment Management, LLC's EIN is 20-4837217.

EIN 20-4837217

Plan number 003

Plan year 2022

ACK ID 20231227090734NAL0005224707001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Horter Investment Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Horter Investment Management, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HORTER INVESTMENT MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off