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Original filing (PDF)20251013181040NAL0001821985001
HORIZON HOUSE
Form 5500
FILING_RECEIVED
HORIZON HOUSE 403(B) PLAN
403(b) retirement plan
Signals · 2
98% in single holdingNo recordkeeper disclosed
Active participants
198
Accounts w/ balance
193
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- Top holding "403(b) custodial accounts and annuity contracts Various" is 98% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORIZON HOUSE.
Plan sponsor
Name
HORIZON HOUSE
EIN
91-0725802
Address
900 UNIVERSITY STREET · SEATTLE, WA · 98101
Phone
(206) 624-3700
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 82-3719843 | — | NONE | $33K | — |
| HIGHLAND CAPITAL ADVISORS, LLC | 20-4284376 | — | NONE | $24K | — |
Investments
2 direct securities· $17.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 403(b) custodial accounts and annuity contracts Various | — | — | — | $16.9M | 97.9% | |
| Participant loans Rates from 4.25% to 9.5% - 0 - | — | — | — | $359K | 2.1% |
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