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Original filing (PDF)20251015053531NAL0001917827001
HORIZON SERVICES, LLC
Form 5500
FILING_RECEIVED
HORIZON SERVICES LLC 401(K) PLAN
401(k) retirement plan
Active participants
2,426
Accounts w/ balance
1,712
Plan assets (EOY)
$83.1M
Net assets (EOY)
$83.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 103% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORIZON SERVICES, LLC.
Plan sponsor
Name
HORIZON SERVICES, LLC
EIN
36-4411626
Address
307 RUTHAR DRIVE · NEWARK, DE · 19711
Phone
(302) 513-8338
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SANTORA CPA GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $185K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $85K | — |
Investments
30 direct securities · 1 pooled fund· $84.9M(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
$83.1M
30 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds | — | — | — | $11.2M | 13.5% | |
| American Funds | — | — | — | $8.9M | 10.7% | |
| American Funds | — | — | — | $7.9M | 9.5% | |
| American Funds | — | — | — | $7.3M | 8.8% | |
| American Funds | — | — | — | $5.9M | 7.1% | |
| Fidelity | — | — | — | $5.2M | 6.3% | |
| American Funds | — | — | — | $5.2M | 6.2% | |
| Vanguard | — | — | — | $5.1M | 6.1% | |
| American Funds | — | — | — | $4.1M | 4.9% | |
| American Funds | — | — | — | $3.8M | 4.5% | |
| Fidelity | — | — | — | $2.2M | 2.6% | |
| Vanguard | — | — | — | $2.1M | 2.5% | |
| Reliance | — | — | — | $1.8M | 2.1% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.1% | |
| Participant loans | — | — | — | $1.7M | 2.0% | |
| Vanguard | — | — | — | $1.6M | 2.0% | |
| Vanguard | — | — | — | $1.5M | 1.8% | |
| American Funds | — | — | — | $1.3M | 1.5% | |
| Vanguard | — | — | — | $974K | 1.2% | |
| Vanguard | — | — | — | $952K | 1.1% | |
| Vanguard | — | — | — | $923K | 1.1% | |
| AMF | — | — | — | $873K | 1.1% | |
| Fidelity | — | — | — | $545K | 0.7% | |
| Vanguard | — | — | — | $422K | 0.5% | |
| PIMCO | — | — | — | $398K | 0.5% | |
| American Funds | — | — | — | $351K | 0.4% | |
| Blackrock | — | — | — | $340K | 0.4% | |
| American Funds | — | — | — | $303K | 0.4% | |
| DFA | — | — | — | $280K | 0.3% | |
| John Hancock | — | — | — | $27K | <0.1% | |
| PIMCO | — | — | — | $14K | <0.1% |