Original filing (PDF)20250318092446NAL0001667539001

HORAN ASSOCIATES, INC.

Name: HORAN ASSOCIATES, INC. — HORAN SECURITIES, INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: HORAN ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

HORAN SECURITIES, INC. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$653K

Net assets (EOY)

$653K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORAN ASSOCIATES, INC..

Plan sponsor

Name

HORAN ASSOCIATES, INC.

EIN

31-1004837

Address

8044 MONTGOMERY ROAD · SUITE 640 · CINCINNATI, OH · 45236

Phone

(513) 745-0707

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-03-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

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 providers

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