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Original filing (PDF)20250616105524NAL0000458499001
NEW HORIZONS RANCH & CENTER, INC.
Form 5500
FILING_RECEIVED
NEW HORIZONS EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Active participants
158
Accounts w/ balance
190
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW HORIZONS RANCH & CENTER, INC..
Plan sponsor
Name
NEW HORIZONS RANCH & CENTER, INC.
EIN
75-1530340
Address
147 SAYLES BLVD · ABILENE, TX · 79605
Phone
(325) 437-1852
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CONDLEY & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPING AND INFO MG | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH FAS & EPS | 13-5674085 | CHARLOTTE, NC | REGISTERED IN VEST ADVISO | $18K | — |
Investments
1 pooled fund· $4.0M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MULTIPLE FUNDS VARIABLE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4.0M | 96.5% |