Marcus Bowie signed Horizon Management & Consulting Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horizon Management & Consulting Group, LLC's EIN is 83-0551808.
Download the official 2024 Form 5500 (PDF) for Horizon Management & Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horizon Management & Consulting Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Ind Adm Mutual Fund - | Mutual Funds | — | — | $536K | 42.8% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund - | Mutual Funds | — | — | $329K | 26.2% | |
| Vanguard Total Bond Market Idx Adm Mutual Fund - | Common Collective Trusts | — | — | $154K | 12.3% | |
| Vanguard Real Estate Index Adm Mutual Fund - | Mutual Funds | — | — | $94K | 7.5% | |
| Vanguard Total Intl Bd Idx Adm Mutual Fund - | Common Collective Trusts | — | — | $67K | 5.4% | |
| Vanguard Growth Index Admiral Mutual Fund - | Mutual Funds | — | — | $21K | 1.6% | |
| DFA International Core Equity I Mutual Fund - | Mutual Funds | — | — | $12K | 1.0% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Mutual Fund - | Common Collective Trusts | — | — | $10K | 0.8% | |
| Vanguard Small Cap Growth Index Adm Mutual Fund - | Mutual Funds | — | — | $10K | 0.8% | |
| Vanguard 500 Index Admiral Mutual Fund - | Common Collective Trusts | — | — | $4K | 0.3% | |
| Vanguard Federal Money Market Inv Money Market Fund - 157 * Participant notes receivable Interest from 9.00% - 9.50% - | Mutual Funds | — | — | $4K | 0.3% | |
| BANC Master Deposit Account Noninterest-Bearing Cash - | Cash / Money Market | — | — | $4K | 0.3% | |
| DFA Global Real Estate Securities Port Mutual Fund - | Mutual Funds | — | — | $4K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
