Back to filter
Original filing (PDF)20251014104022NAL0005509810001
HORSEHOE, LLC
Form 5500-SF
FILING_RECEIVED
THE HORSESHOE 401(K) PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
7
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 19% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORSEHOE, LLC.
Plan sponsor
Name
HORSEHOE, LLC
EIN
26-0563199
Address
297 MAIN STREET · SUITE 100 · DAYTON, TN · 37321
Phone
(423) 775-9800
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
DAVID T. KAMER, DMD
DAVID T. KAMER, DMD 401(K) PROFIT SHARING PLAN
$2.7M · 3 participants
PEACHTREE PEDIATRIC DENTISTRY, LLC
PEACHTREE PEDIATRIC DENTISTRY 401(K) PROFIT SHARING PLAN
$2.7M · 18 participants
PHYLLIS F CHEN
MACHULE & CHEN PROFIT SHARING PLAN
$2.7M · 8 participants
JOSHUA M. MILLSAPS, DDS, PA
JOSHUA M. MILLSAPS, DDS, PA 401(K) PLAN
$2.7M · 33 participants
DRS. SHOEMAKER & GILSON, S.C.
DRS. SHOEMAKER & GILSON, S.C. 401(K) PROFIT SHARING PLAN
$2.7M · 7 participants
KAPLAN & LEVESQUE, P.C.
KAPLAN & LEVESQUE, P.C. 401(K) PROFIT SHARING PLAN
$2.7M · 19 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
