Harvey Harris signed Horizons Diagnostics LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horizons Diagnostics LLC's EIN is 58-2470331.
Download the official 2024 Form 5500 (PDF) for Horizons Diagnostics LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horizons Diagnostics LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBINSON, GRIMES AND COMPANY, P.C. | 58-1374304 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self Directed Accounts Merrill Lynch-Self Directed Accts | Self-Directed Brokerage | — | — | $19.6M | 86.1% | |
| Money Market Merrill Lynch Cash Account | Cash / Money Market | — | — | $631K | 2.8% | |
| MFS Total Return - MTRIX | Mutual Funds | — | — | $371K | 1.6% | |
| Blackrock Capital Apprec. -MADVX | Mutual Funds | — | — | $371K | 1.6% | |
| Blackrock Global Allocation - MALOX | Mutual Funds | — | — | $343K | 1.5% | |
| BlackRock Large Cap Value - MALVX | Mutual Funds | — | — | $197K | 0.9% | |
| American Funds Amer Balanced AMBFX | Mutual Funds | — | — | $194K | 0.9% | |
| Invesco Global Allocation QGRYX | Mutual Funds | — | — | $190K | 0.8% | |
| Davis New York Venture - DNVYX | Mutual Funds | — | — | $140K | 0.6% | |
| American Funds Grth Fund of Amer - | Mutual Funds | — | — | $126K | 0.6% | |
| Blackrock Equity Dividend - MADVX | Mutual Funds | — | — | $125K | 0.6% | |
| Janus Henderson Enterprise I - JMGR | Mutual Funds | — | — | $78K | 0.3% | |
| BlackRock Core Bond - BFMCX | Mutual Funds | — | — | $65K | 0.3% | |
| BlackRock Impact Mortgage Fd - PNIG | Mutual Funds | — | — | $53K | 0.2% | |
| Davis Opportunity Fund - DGOYX | Mutual Funds | — | — | $34K | 0.1% | |
| Blackrock Total Return - MAHQX | Mutual Funds | — | — | $31K | 0.1% | |
| Amer Capital World Grw & Inc WGIFX | Mutual Funds | — | — | $30K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
