Horizon NUT, LLC's EIN is 26-3759189.
Download the official 2024 Form 5500 (PDF) for Horizon NUT, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horizon NUT, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASADENA PRIVATE WELATH, LLC | 82-4823358 | PASADENA, CA | INVESTMENT ADVISOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD CORP FINANCIAL GROUP | 93-1253576 | PORTLAND, OR | INVESTMENT COMPANY | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $4.5M | 95.4% | |
| The Standard BlackRock LifePath Idx 2040 Instl | Common Collective Trusts | — | — | $1.3M | 28.4% | |
| The Standard BlackRock LifePath Idx 2045 Instl | Common Collective Trusts | — | — | $470K | 9.9% | |
| The Standard BlackRock LifePath Idx Ret Instl | Common Collective Trusts | — | — | $435K | 9.2% | |
| The Standard BlackRock LifePath Idx 2050 Instl | Common Collective Trusts | — | — | $316K | 6.7% | |
| The Standard BlackRock LifePath Idx 2030 Instl | Common Collective Trusts | — | — | $249K | 5.3% | |
| The Standard BlackRock LifePath Idx 2035 Instl | Common Collective Trusts | — | — | $244K | 5.2% | |
| The Standard BlackRock LifePath Idx 2055 Instl | Common Collective Trusts | — | — | $214K | 4.5% | |
| The Standard Vanguard Growth Index Admiral | Mutual Funds | — | — | $204K | 4.3% | |
| The Standard Vanguard Value Index Adm | Mutual Funds | — | — | $196K | 4.1% | |
| Rates from 5.25% to 10.5% - | Bonds / Notes | — | — | $185K | 3.9% | |
| The Standard MFS Moderate Allocation | Mutual Funds | — | — | $145K | 3.1% | |
| Minnesota Life*** MN Life Guaranteed Return | Other securities | — | — | $139K | 2.9% | |
| The Standard Nuveen Intl EQ IDX R6 | Common Collective Trusts | — | — | $107K | 2.3% | |
| The Standard MFS Intl Diversification R3 | Mutual Funds | — | — | $106K | 2.2% | |
| The Standard Western Asset Core Bond I | Other securities | — | — | $99K | 2.1% | |
| The Standard Fidelity Small Cap Index | Mutual Funds | — | — | $76K | 1.6% | |
| The Standard Eaton Vance Atlanta SMID-CAP A | Other securities | — | — | $73K | 1.5% | |
| The Standard PIMCO Income Instl | Mutual Funds | — | — | $49K | 1.0% | |
| The Standard Vanguard Balanced Index Admiral | Mutual Funds | — | — | $41K | 0.9% | |
| The Standard Fidelity US Bond Index | Mutual Funds | — | — | $14K | 0.3% | |
| The Standard Fidelity 500 Index | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
