How big is New Horizons Wellness Services, LLC.'s plan?

New Horizons Wellness Services, LLC.'s plan reported $647K in assets and 2 participants for 2024.

Original filing (PDF)20250614205208NAL0029455088001

New Horizons Wellness Services, LLC.

Name: New Horizons Wellness Services, LLC. — New Horizons, Form 5500 (2024)
Creator: New Horizons Wellness Services, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Horizons Wellness LLC Retirement Plan

401(k) retirement plan · New Horizons Wellness Services, LLC.'s New Horizons Wellness LLC Retirement Plan held $647K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$647K

Net assets (EOY)

$647K

People on this filing

Patrick Ethel-King signed New Horizons Wellness Services, LLC.'s 2024 Form 5500 as plan administrator.

Patrick Ethel-King — 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

New Horizons Wellness Services, LLC.'s EIN is 86-1103138.

EIN 86-1103138

Plan number 001

Plan year 2024

ACK ID 20250614205208NAL0029455088001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for New Horizons Wellness Services, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

New Horizons Wellness Services, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW HORIZONS WELLNESS SERVICES, LLC..

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

NEW HORIZONS WELLNESS SERVICES, LLC.

EIN

all filings

Address

13333 SW 68TH PARKWAY · STE. 020 · TIGARD, OR · 97223

Phone

(503) 352-0240

Industry

Health Care & Social Assistance

Plan administrator