Jeffrey Wilush signed Horizon House, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horizon House, Inc.'s EIN is 23-1413304.
Download the official 2024 Form 5500 (PDF) for Horizon House, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horizon House, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | NONE | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $22.6M | 90.9% | |
| NUVEEN Lifecycle Index 2035 I | Mutual Funds | — | — | $3.4M | 13.8% | |
| NUVEEN Lifecycle Index 2025 I | Mutual Funds | — | — | $2.5M | 10.1% | |
| Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $2.3M | 9.3% | |
| NUVEEN Lifecycle Index 2030 I | Mutual Funds | — | — | $2.3M | 9.2% | |
| American Funds Growth Fund of America R6 | Mutual Funds | — | — | $2.2M | 9.0% | |
| NUVEEN Lifecycle Index 2040 I | Mutual Funds | — | — | $1.8M | 7.3% | |
| American United Life Insurance Company Stable Value Account | Stable Value | — | — | $1.5M | 5.9% | |
| NUVEEN Lifecycle Index 2045 I | Mutual Funds | — | — | $1.3M | 5.3% | |
| NUVEEN Lifecycle Index 2020 I | Mutual Funds | — | — | $1.3M | 5.3% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $1.2M | 4.7% | |
| NUVEEN Lifecycle Index 2050 I | Mutual Funds | — | — | $719K | 2.9% | |
| Vanguard Equity-Income Admiral | Mutual Funds | — | — | $629K | 2.5% | |
| NUVEEN Lifecycle Index 2055 I | Mutual Funds | — | — | $622K | 2.5% | |
| NUVEEN Lifecycle Index 2010 I | Mutual Funds | — | — | $413K | 1.7% | |
| NUVEEN Lifecycle Index 2015 I | Mutual Funds | — | — | $259K | 1.0% | |
| NUVEEN Intl Equity lndex lnstl | Mutual Funds | — | — | $231K | 0.9% | |
| VIC Pioneer Bond R6 | Other securities | — | — | $207K | 0.8% | |
| Vanguard Selected Value Investors | Mutual Funds | — | — | $186K | 0.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $161K | 0.6% | |
| PGIM High-Yield R6 | Other securities | — | — | $160K | 0.6% | |
| NUVEEN Lifecycle Index 2060 I | Mutual Funds | — | — | $133K | 0.5% | |
| Franklin Templeton Small Cap Growth R6 | Mutual Funds | — | — | $119K | 0.5% | |
| American Century Amercent Small Cap Val R6 | Pooled Separate Accounts | — | — | $111K | 0.4% | |
| PGIM Jenn Midcap Growth R6 | Other securities | — | — | $109K | 0.4% | |
| NUVEEN Lifecycle Index 2065 I | Mutual Funds | — | — | $47K | 0.2% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $24K | <0.1% | |
| Dimensional Fund Advisors Real Estate Securities I | Mutual Funds | — | — | $24K | <0.1% | |
| PIMCO Real Return Institutional | Mutual Funds | — | — | $22K | <0.1% | |
| NUVEEN Lifecycle Index Inc I | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | NONE | $0 | — |
