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Original filing (PDF)20251013120211NAL0000568771001
HORIZONTAL INTEGRATION, INC.
Form 5500
FILING_RECEIVED
HORIZONTAL INTEGRATION RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
219
Accounts w/ balance
269
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 57% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORIZONTAL INTEGRATION, INC..
Plan sponsor
Name
HORIZONTAL INTEGRATION, INC.
EIN
36-3986047
Address
1660 HIGHWAY 100 SOUTH · SUITE 200 · ST. LOUIS PARK, MN · 55416
Phone
(952) 465-4611
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
ELLINGSON & ELLINGSON, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $48K | — |
| USI ADVISORS, INC | 06-1397347 | — | NONE | $41K | — |
Investments
28 direct securities · 1 pooled fund· $39.0M(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
$19.6M
28 holdings
Pooled Separate Account
$19.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $19.4M | 99.1% | |
| Vanguard Target Retirement 2045 | — | — | — | $3.4M | 17.2% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.7M | 13.6% | |
| Vanguard Target Retirement 2050 | — | — | — | $2.0M | 10.4% | |
| Vanguard 500 Index | — | — | — | $2.0M | 10.3% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.3M | 6.8% | |
| American Funds Growth Fund of Amer R6 | — | — | — | $1.1M | 5.8% | |
| Vanguard Target Retirement 2035 | — | — | — | $818K | 4.2% | |
| American Funds Europacific Growth R6 | — | — | — | $708K | 3.6% | |
| Vanguard Target Retirement 2060 | — | — | — | $705K | 3.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $612K | 3.1% | |
| Vanguard Small Cap Index Admiral | — | — | — | $602K | 3.1% | |
| American Funds Washington Mutual R6 | — | — | — | $594K | 3.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $557K | 2.8% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $343K | 1.7% | |
| DFA U.S. Targeted Value I | — | — | — | $294K | 1.5% | |
| Vanguard REIT Index | — | — | — | $203K | 1.0% | |
| MassMutual Select Mid Cap Growth I | — | — | — | $202K | 1.0% | |
| Small Cap Growth R6 | — | — | — | $190K | 1.0% | |
| American Funds Balanced R6 | — | — | — | $189K | 1.0% | |
| Vanguard Target Retirement 2065 | — | — | — | $189K | 1.0% | |
| Participant Loan | — | — | $0 | $166K | 0.9% | |
| Prudential Total Return Bond Q | — | — | — | $157K | 0.8% | |
| MFS Mid Cap Value R6 | — | — | — | $155K | 0.8% | |
| Vanguard Interm Bond Index Admiral | — | — | — | $154K | 0.8% | |
| Morley Stable Value Class 18-V | — | — | — | $120K | 0.6% | |
| Vanguard Target Retirement 2025 | — | — | — | $32K | 0.2% | |
| Vanguard Target Retirement Income | — | — | — | $28K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $602 | <0.1% |
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