How big is Horowitz Financial, LLC's plan?

Horowitz Financial, LLC's plan reported $706K in assets and 3 participants for 2024.

Original filing (PDF)20251003131451NAL0001441409001

Horowitz Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Horowitz Financial, LLC 401(k) Plan & Trust

401(k) retirement plan · Horowitz Financial, LLC's Horowitz Financial, LLC 401(k) Plan & Trust held $706K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$706K

Net assets (EOY)

$706K

Plan identifiers

Horowitz Financial, LLC's EIN is 46-4942869.

EIN 46-4942869

Plan number 001

Plan year 2024

ACK ID 20251003131451NAL0001441409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOROWITZ FINANCIAL, 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