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
31
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORIZON INVESTMENTS, LLC.
Plan sponsor
Name
HORIZON INVESTMENTS, LLC
EIN
58-2461603
Address
6210 ARDREY KELL BLVD · SUITE 300 · CHARLOTTE, NC · 28277