How big is Horizon Forest Products, L.P.'s plan?

Horizon Forest Products, L.P.'s plan reported $20.9M in assets and 303 participants for 2024.

Original filing (PDF)20251015101354NAL0004270833001

Horizon Forest Products, L.P.

Name: Horizon Forest Products, L.P. — Horizon Forest, Form 5500 (2024)
Creator: Horizon Forest Products, L.P.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Horizon Forest Products, L.P. 401(k) Plan

401(k) retirement plan · Horizon Forest Products, L.P.'s Horizon Forest Products, L.P. 401(k) Plan held $20.9M in plan assets for 303 participants in 2024, with Empower as recordkeeper.

Active participants

303

Accounts w/ balance

334

Plan assets (EOY)

$20.9M

Net assets (EOY)

$20.9M

People on this filing

Johnna Allen signed Horizon Forest Products, L.P.'s 2024 Form 5500 as plan administrator.

Johnna Allen — 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

Horizon Forest Products, L.P.'s EIN is 62-1534131.

EIN 62-1534131

Plan number 002

Plan year 2024

ACK ID 20251015101354NAL0004270833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Horizon Forest Products, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Horizon Forest Products, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HORIZON FOREST PRODUCTS, L.P..

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How this plan invests

This plan

31 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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HORIZON FOREST PRODUCTS, L.P.

EIN

all filings

Address

4115 COMMODITY PARKWAY · RALEIGH, NC · 27610

Phone

(919) 424-8265

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE CO	84-0467907	—	NONE	$40K	—
EMPOWER ADVISORY GROUP, LLC	84-1532243	—	NONE	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC

Investments

31 direct securities· $20.9M(100% of reported assets)

Other securities

$15.9M

26 holdings

Common Collective Trusts

$3.8M

2 holdings

Mutual Funds

$1.2M

2 holdings

Bonds / Notes

$20K

1 holding

					% of plan
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$3.4M	16.3%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2040 Fd	Other securities	—	—	$2.2M	10.6%
MassMutual Select MassMutual Blue Chip Growth Fd	Other securities	—	—	$1.5M	7.0%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2035 Fd	Other securities	—	—	$1.4M	6.9%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2025 Fd	Other securities	—	—	$1.3M	6.3%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2045 Fd	Other securities	—	—	$1.1M	5.2%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2050 Fd	Other securities	—	—	$908K	4.3%
John Hancock JHancock Bond Fund	Other securities	—	—	$866K	4.1%
Fidelity Investments Fidelity Balance Fund	Mutual Funds	—	—	$854K	4.1%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2030 Fd	Other securities	—	—	$838K	4.0%
John Hancock JHancock 3 Disciplined Value Fd	Other securities	—	—	$778K	3.7%
MassMutual Mid Cap Growth Fund	Other securities	—	—	$776K	3.7%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2055 Fd	Other securities	—	—	$684K	3.3%
MassMutual SAGIC Diversified Bond II	Other securities	—	—	$505K	2.4%
Lazard International Equity F	Other securities	—	—	$476K	2.3%
MassMutual Small Cap Opps Fd	Other securities	—	—	$467K	2.2%
MassMutual Select MM Slct T.Rowe Pr Rtmt Blnd Fd	Other securities	—	—	$426K	2.0%
Northern Midcap Index Fund	Common Collective Trusts	—	—	$419K	2.0%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2060 Fd	Other securities	—	—	$403K	1.9%
Fidelity Investments Mfs Mid Cap Value Fund	Mutual Funds	—	—	$320K	1.5%
Goldman Sachs Goldman Sachs Emgmkt Eqy Inht	Other securities	—	—	$302K	1.4%
John Hancock JHancock 3 Intl Growth Fund	Other securities	—	—	$253K	1.2%
Columbia High Yield Bond Fund	Other securities	—	—	$195K	0.9%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2020 Fd	Other securities	—	—	$183K	0.9%
American Beacon American Beacon Sm Cap Val	Other securities	—	—	$151K	0.7%
Federated Hermes Federated Hermes Mdt Smcpcr Fd	Other securities	—	—	$116K	0.6%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2065 Fd	Other securities	—	—	$36K	0.2%
Interest rates range from 5.25% to 6.75%, $ -0-	Bonds / Notes	—	—	$20K	<0.1%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2010 Fd	Other securities	—	—	$15K	<0.1%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2015 Fd	Other securities	—	—	$2K	<0.1%
MassMutual Select MM Slct T.Rowe Pr Rtmt 2005 Fd	Other securities	—	—	$2K	<0.1%