Marjan SWAN signed Horizon House's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Horizon House's EIN is 91-0725802.
Download the official 2024 Form 5500 (PDF) for Horizon House from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Horizon House's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 82-3719843 | — | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL ADVISORS, LLC | 20-4284376 | — | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 403(b) custodial accounts and annuity contracts Various | Other securities | — | — | $16.9M | 97.9% | |
| Participant loans Rates from 4.25% to 9.5% - 0 - | Bonds / Notes | — | — | $359K | 2.1% |
