Patrick McKeown signed Horizon Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horizon Services, LLC's EIN is 36-4411626.
Download the official 2024 Form 5500 (PDF) for Horizon Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horizon Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $185K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $85K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $11.2M | 13.5% | |
| American Funds | Mutual Funds | — | — | $8.9M | 10.7% | |
| American Funds | Mutual Funds | — | — | $7.9M | 9.5% | |
| American Funds | Mutual Funds | — | — | $7.3M | 8.8% | |
| American Funds | Mutual Funds | — | — | $5.9M | 7.1% | |
| Fidelity | Mutual Funds | — | — | $5.2M | 6.3% | |
| American Funds | Mutual Funds | — | — | $5.2M | 6.2% | |
| Vanguard | Mutual Funds | — | — | $5.1M | 6.1% | |
| American Funds | Mutual Funds | — | — | $4.1M | 4.9% | |
| American Funds | Mutual Funds | — | — | $3.8M | 4.5% | |
| Fidelity | Mutual Funds | — | — | $2.2M | 2.6% | |
| Vanguard | Mutual Funds | — | — | $2.1M | 2.5% | |
| Reliance | Other securities | — | — | $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 | Participant loans | — | — | $1.7M | 2.0% | |
| Vanguard | Mutual Funds | — | — | $1.6M | 2.0% | |
| Vanguard | Mutual Funds | — | — | $1.5M | 1.8% | |
| American Funds | Mutual Funds | — | — | $1.3M | 1.5% | |
| Vanguard | Mutual Funds | — | — | $974K | 1.2% | |
| Vanguard | Mutual Funds | — | — | $952K | 1.1% | |
| Vanguard | Mutual Funds | — | — | $923K | 1.1% | |
| AMF | Other securities | — | — | $873K | 1.1% | |
| Fidelity | Mutual Funds | — | — | $545K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $422K | 0.5% | |
| PIMCO | Mutual Funds | — | — | $398K | 0.5% | |
| American Funds | Mutual Funds | — | — | $351K | 0.4% | |
| Blackrock | Other securities | — | — | $340K | 0.4% | |
| American Funds | Mutual Funds | — | — | $303K | 0.4% | |
| DFA | Mutual Funds | — | — | $280K | 0.3% | |
| John Hancock | Other securities | — | — | $27K | <0.1% | |
| PIMCO | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
