Back to filter
Original filing (PDF)20251008172227NAL0010236608001
HORIZON ACADEMY
Form 5500-SF
FILING_RECEIVED
HORIZON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
52
Accounts w/ balance
52
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORIZON ACADEMY.
Plan sponsor
Name
HORIZON ACADEMY
EIN
48-1185324
Address
4901 REINHARDT DRIVE · ROELAND PARK, KS · 66205
Phone
(913) 789-9443
Industry
Educational Servicessee 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
2025-10-08
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
EDUCATION WRITERS ASSOCIATION
EDUCATION WRITERS ASSOCIATION EMPLOYEE RETIREMENT PLAN
$2.9M · 15 participants
ACCELEBRATE, LLC
ACCELEBRATE RETIREMENT TRUST
$2.9M · 4 participants
MEDICAL LEVERAGE
MEDICAL LEVERAGE, A COMMUNICATIONS COMPANY 401(K) PL
$2.9M · 27 participants
OHIO FEDERATION OF TEACHERS
OHIO FEDERATION OF TEACHERS PROFIT SHARING PLAN
$2.9M · 12 participants
AUTISM SPECTRUM CONSULTANTS, INC.
AUTISM SPECTRUM CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
$2.9M · 97 participants
FOREST HISTORY SOCIETY INC
FOREST HISTORY SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN
$2.9M · 6 participants
Large plans in Kansas
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST
$13.4B
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED BENEFIT MASTER TRUST
$6.1B
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
$4.3B · 11,749 participants
PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
$3.6B · 1,366 participants
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
$3.4B · 11,911 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants
