How big is Horizon Advisory Group's plan?

Horizon Advisory Group's plan reported $48K in assets and 2 participants for 2024.

Original filing (PDF)20250721131154NAL0001235329001

Horizon Advisory Group

Name: Horizon Advisory Group — Horizon Advisory Group, Form 5500 (2024)
Creator: Horizon Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Horizon Advisory Group Retirement Plan

401(k) retirement plan · Horizon Advisory Group's Horizon Advisory Group Retirement Plan held $48K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Berkely Arrants signed Horizon Advisory Group's 2024 Form 5500 as plan administrator.

Berkely Arrants — 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 Advisory Group's EIN is 87-2601672.

EIN 87-2601672

Plan number 001

Plan year 2024

ACK ID 20250721131154NAL0001235329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Horizon Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Horizon Advisory Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ADVISORY GROUP.

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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