How big is Horizon Wealth Partners, LLC's plan?

Horizon Wealth Partners, LLC's plan reported $1.3M in assets and 7 participants for 2024.

Original filing (PDF)20250718161113NAL0002151169004

Horizon Wealth Partners, LLC

Name: Horizon Wealth Partners, LLC — Horizon Wealth, Form 5500 (2024)
Creator: Horizon Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Horizon Wealth Partners, Inc. 401(k) Plan

401(k) retirement plan · Horizon Wealth Partners, LLC's Horizon Wealth Partners, Inc. 401(k) Plan held $1.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Horizon Wealth Partners, LLC's EIN is 46-2620879.

EIN 46-2620879

Plan number 001

Plan year 2024

ACK ID 20250718161113NAL0002151169004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Horizon Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Horizon Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HORIZON WEALTH PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score