How big is Honorbridge's plan?

Honorbridge's plan reported $27.7M in assets and 229 participants for 2023.

Original filing (PDF)20250408123536NAL0009975683001

Honorbridge

Name: Honorbridge — Honorbridge Retirement Plan, Form 5500 (2023)
Creator: Honorbridge
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Honorbridge Retirement Plan

403(b) retirement plan · Honorbridge's Honorbridge Retirement Plan held $27.7M in plan assets for 229 participants in 2023, with Ascensus as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

229

Accounts w/ balance

289

Plan assets (EOY)

$27.7M

Net assets (EOY)

$27.7M

People on this filing

Kirk W Mizelle signed Honorbridge's 2023 Form 5500 as plan administrator.

Kirk W Mizelle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Honorbridge's EIN is 58-1627444.

EIN 58-1627444

Plan number 001

Plan year 2023

ACK ID 20250408123536NAL0009975683001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Honorbridge from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Honorbridge's plan includes automatic enrollment, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

59 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

HONORBRIDGE

EIN

all filings

Address

909 E. ARLINGTON BLVD. · GREENVILLE, NC · 27858

Phone

(252) 321-5122

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-08

Pension benefit codes

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

PB MARES, LLP

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS, LLC	27-2037969	—	NONE	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES COMPANY	74-1625348	—	ADVISOR	$6K	—

Investments

59 direct securities· $27.7M(100% of reported assets)

Mutual Funds

$23.6M

20 holdings

Other securities

$3.3M

32 holdings

Common Collective Trusts

$699K

4 holdings

Bonds / Notes

$50K

1 holding

Cash / Money Market

$4K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
Vanguard Target Retirement 2035 – Inv	Mutual Funds	—	—	$5.6M	20.3%
Vanguard Target Retirement 2030 – Inv	Mutual Funds	—	—	$5.0M	17.9%
Vanguard Target Retirement 2045 – Inv	Mutual Funds	—	—	$3.4M	12.1%
Vanguard Target Retirement 2040 – Inv	Mutual Funds	—	—	$3.0M	10.9%
Vanguard Target Retirement 2050 – Inv	Mutual Funds	—	—	$2.2M	7.8%
Vanguard Target Retirement 2025 – Inv	Mutual Funds	—	—	$1.7M	6.0%
VALIC Fixed Account Plus Fund	Other securities	—	—	$896K	3.2%
Vanguard Target Retirement 2055 – Inv	Mutual Funds	—	—	$875K	3.2%
Fidelity Puritan	Mutual Funds	—	—	$422K	1.5%
Fidelity 500 Index	Common Collective Trusts	—	—	$411K	1.5%
Systematic Core Fund	Other securities	—	—	$347K	1.3%
Vanguard Growth & Income Fund – Adm	Mutual Funds	—	—	$344K	1.2%
Vanguard Target Retirement 2020 – Inv	Mutual Funds	—	—	$312K	1.1%
VALIC Short Term Fixed Account Fund	Other securities	—	—	$312K	1.1%
Vanguard Target Retirement 2060 – Inv	Mutual Funds	—	—	$289K	1.0%
International Equities Fund	Other securities	—	—	$273K	1.0%
Core Bond Fund	Other securities	—	—	$265K	1.0%
Vanguard Windsor II Fund	Mutual Funds	—	—	$185K	0.7%
Mid Cap Index Fund	Common Collective Trusts	—	—	$169K	0.6%
Growth Fund	Other securities	—	—	$161K	0.6%
Baird Core Plus Bond – Instl	Other securities	—	—	$123K	0.4%
Fidelity Extended Market Index – Premium	Mutual Funds	—	—	$110K	0.4%
International Value Fund	Other securities	—	—	$101K	0.4%
Mid Cap Strategic Growth Fund	Other securities	—	—	$95K	0.3%
U.S. Socially Responsible Fund	Other securities	—	—	$85K	0.3%
Small Cap Value Fund	Other securities	—	—	$76K	0.3%
Fidelity Total International Index	Mutual Funds	—	—	$71K	0.3%
Vanguard Target Retirement 2065 – Inv	Mutual Funds	—	—	$70K	0.3%
Small Cap Index Fund	Common Collective Trusts	—	—	$68K	0.2%
Government Securities Fund	Other securities	—	—	$65K	0.2%
Emerging Economies Fund	Other securities	—	—	$57K	0.2%
Large Capital Growth Fund	Other securities	—	—	$57K	0.2%
Vanguard Equity Income Admiral	Mutual Funds	—	—	$52K	0.2%
Stock Index Fund	Common Collective Trusts	—	—	$51K	0.2%
VC I Capital Appreciation Fund	Other securities	—	—	$51K	0.2%
Participants 4.25% – 9.50%; maturing through 2029	Bonds / Notes	—	—	$50K	0.2%
Blue Chip Growth Fund	Other securities	—	—	$47K	0.2%
Systematic Value	Other securities	—	—	$41K	0.1%
American Funds American Funds Euro Pacific Growth R6	Mutual Funds	—	—	$36K	0.1%
International Opportunities Fund	Other securities	—	—	$35K	0.1%
Ariel Appreciation Fund	Other securities	—	—	$33K	0.1%
Science & Technology Fund	Other securities	—	—	$32K	0.1%
Fidelity U.S. Bond Index	Mutual Funds	—	—	$26K	<0.1%
Allspring Special Small Cap Value A	Other securities	—	—	$26K	<0.1%
Carillon Eagle Mid Cap Growth I	Other securities	—	—	$23K	<0.1%
Small Cap Growth Fund	Other securities	—	—	$23K	<0.1%
Mid Cap Value Fund	Other securities	—	—	$22K	<0.1%
Small Cap Special Value Fund	Other securities	—	—	$21K	<0.1%
Vanguard Wellington Fund	Mutual Funds	—	—	$20K	<0.1%
International Socially Responsible Fund	Other securities	—	—	$19K	<0.1%