How big is Horan Wealth, LLC's plan?

Horan Wealth, LLC's plan reported $11.2M in assets and 33 participants for 2025.

Original filing (PDF)20260331094903NAL0010341505001

Horan Wealth, LLC

Name: Horan Wealth, LLC — Horan Wealth Profit Sharing, Form 5500 (2025)
Creator: Horan Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Horan Wealth Profit Sharing 401(k) Plan

401(k) retirement plan · Horan Wealth, LLC's Horan Wealth Profit Sharing 401(k) Plan held $11.2M in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan identifiers

Horan Wealth, LLC's EIN is 31-1448612.

EIN 31-1448612

Plan number 001

Plan year 2025

ACK ID 20260331094903NAL0010341505001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Horan Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Horan Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HORAN WEALTH, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score