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Original filing (PDF)20250904073343NAL0009893251001
HORIZONS INCORPORATED
Form 5500
FILING_RECEIVED
HORIZONS 401(K) PLAN
401(k) retirement plan
Active participants
184
Accounts w/ balance
222
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORIZONS INCORPORATED.
Plan sponsor
Name
HORIZONS INCORPORATED
EIN
34-0816971
Address
18531 S. MILES ROAD · CLEVELAND, OH · 44128
Phone
(216) 714-0025
Industry
Manufacturingsee 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
2025-09-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BOBER, MARKEY, FEDOROVICH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERNATIONAL ASSETS ADVISORY LLC | 04-3523567 | — | ADVISOR | $0 | — |
Investments
37 direct securities · 1 pooled fund· $36.9M(100% of reported assets)
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.
Uncategorized
$34.0M
37 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor New Insights Fund Mutual Fund | — | — | — | $5.7M | 16.9% | |
| BNYM S&P 500 Index Fund Mutual Fund | — | — | — | $4.0M | 11.8% | |
| Invesco Comstock Fund Class A Mutual Fund | — | — | — | $3.3M | 9.7% | |
| Fidelity Advisor Stable Value Portfolio Stable Value Fund | — | — | — | $3.1M | 9.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.9M | 8.5% | |
| First Eagle Global Fund Mutual Fund | — | — | — | $1.6M | 4.8% | |
| Fidelity Advisor Freedom 2040 Fund Mutual Fund | — | — | — | $1.6M | 4.6% | |
| Fidelity Advisor Strategic Income Fund Mutual Fund | — | — | — | $1.4M | 4.1% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class A Mutual Fund | — | — | — | $1.3M | 4.0% | |
| Fidelity Advisor Freedom 2050 Fund Mutual Fund | — | — | — | $1.0M | 3.0% | |
| MFS International Growth Fund Class R3 Mutual Fund | — | — | — | $916K | 2.7% | |
| Fidelity Advisor Freedom 2055 Fund Mutual Fund | — | — | — | $856K | 2.5% | |
| Fidelity Advisor Investment Grade Bond Fund Mutual Fund | — | — | — | $804K | 2.4% | |
| Fidelity Advisor Freedom 2030 Fund Mutual Fund | — | — | — | $771K | 2.3% | |
| Fidelity Advisor Freedom 2070 Fund Mutual Fund ** 635 * Fidelity Advisor Freedom Income Fund Mutual Fund | — | — | — | $751K | 2.2% | |
| Principal SmallCap S&P 600 Index Fund R-3 Class Mutual Fund | — | — | — | $748K | 2.2% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS Various | — | — | — | $707K | 2.1% | |
| T. Rowe Price Mid-Cap Value Fund Mutual Fund | — | — | — | $659K | 1.9% | |
| ClearBridge Small Cap Growth Fund Class FI Mutual Fund | — | — | — | $578K | 1.7% | |
| Fidelity Advisor Freedom 2035 Fund Mutual Fund | — | — | — | $545K | 1.6% | |
| Fidelity Advisor Freedom 2045 Fund Mutual Fund | — | — | — | $525K | 1.6% | |
| NOTES RECEIVABLE FROM PARTICIPANTS years $ - | — | — | — | $405K | 1.2% | |
| Calamos Convertible Fund Class A Mutual Fund | — | — | — | $297K | 0.9% | |
| Fidelity Advisor Freedom 2060 Fund Mutual Fund | — | — | — | $289K | 0.9% | |
| PIMCO Real Return Fund Class A Mutual Fund | — | — | — | $280K | 0.8% | |
| Templeton Global Bond Fund Mutual Fund | — | — | — | $261K | 0.8% | |
| Principal MidCap S&P 400 Index Fund R-3 Class Mutual Fund | — | — | — | $247K | 0.7% | |
| Fidelity Advisor Freedom 2015 Fund Mutual Fund | — | — | — | $227K | 0.7% | |
| Fidelity Advisor Freedom 2025 Fund Mutual Fund | — | — | — | $190K | 0.6% | |
| Principal International Equity Index Fund R-3 Class Mutual Fund | — | — | — | $159K | 0.5% | |
| PGIM Select Real Estate Fund- Class A Mutual Fund | — | — | — | $132K | 0.4% | |
| Calamos Evolving World Growth Fund Class A Mutual Fund | — | — | — | $113K | 0.3% | |
| Fidelity Advisor Freedom 2065 Fund Mutual Fund | — | — | — | $109K | 0.3% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $109K | 0.3% | |
| Fidelity Advisor Government Income Fund Mutual Fund | — | — | — | $96K | 0.3% | |
| Virtus NFJ International Value Fund Class A Mutual Fund | — | — | — | $88K | 0.3% | |
| Fidelity Advisor Freedom 2020 Fund Mutual Fund | — | — | — | $75K | 0.2% | |
| Fidelity Advisor High Income Fund Mutual Fund | — | — | — | $66K | 0.2% |
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