Back to filter
Original filing (PDF)20250908094534NAL0019289313001
HORIZON RESOURCES
Form 5500
FILING_RECEIVED
CO-OP 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
116
Accounts w/ balance
178
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: SHORT-TERM INVESTMENT FUND A (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORIZON RESOURCES.
Plan sponsor
Name
HORIZON RESOURCES
EIN
45-0133285
Address
317 2ND STREET WEST · WILLISTON, ND · 58801
Phone
(701) 572-2171
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-08
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Auditor
JCCS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $43K | — |
| AGRI-INVEST, LLC | 16-1558455 | — | NONE | $7K | — |
Investments
4 pooled funds· $50K(0% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SHORT TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $50K | 0.3% | |
| GALLIARD MANAGED INCOME FUND WELLS FARGO · EIN 52-2250939 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WELLS FARGO STABLE VALUE FUND W WELLS FARGO · EIN 47-6524425 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WELLS FARGO SYNTHETIC VALUE FUND WELLS FARGO · EIN 52-2250939 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using MILLIMAN, INC.
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
$16.9B · 115,036 participants
Similar-size Agriculture, Forestry, Fishing, Hunting plans
AG RX
AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
$18.8M · 120 participants
NORTHSIDE ELEVATOR, INC.
NORTHSIDE ELEVATOR, INC. PROFIT SHARING PLAN
$18.8M · 108 participants
FARMERS COOPERATIVE SOCIETY
THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES
$18.7M · 90 participants
TRIANGLE INSURANCE COMPANY, INC.
CO-OP 401(K) PLAN
$18.7M · 125 participants
BUTTONWILLOW WAREHOUSE COMPANY, INC.
BUTTONWILLOW WAREHOUSE COMPANY, INC. 401(K) PROFIT SHARING PLAN
$18.7M · 215 participants
MEADOWLAND FARMERS COOP
MEADOWLAND FARMERS COOP 401(K) PLAN
$18.7M · 217 participants
Large plans in North Dakota
SANFORD
SANFORD RETIREMENT SAVINGS PLAN
$3.6B · 33,144 participants
BORDER STATES INDUSTRIES, INC.
BORDER STATES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$1.3B · 3,196 participants
SCHEELS ALL SPORTS, INC.
SCHEELS EMPLOYEE STOCK OWNERSHIP PLAN
$963.0M · 4,480 participants
KNIFE RIVER CORPORATION
KNIFE RIVER CORPORATION 401(K) RETIREMENT PLAN
$856.4M · 5,546 participants
BELL BANK
BELL AGGRESSIVE GROWTH FUND
$791.3M
MDU RESOURCES GROUP, INC.
MDU RESOURCES GROUP, INC. 401(K) RETIREMENT PLAN
$775.6M · 2,064 participants