How big is Secure Horizons Retirement Plan LLC's plan?

Secure Horizons Retirement Plan LLC's plan reported $139.0M in assets and 2,753 participants for 2024.

Original filing (PDF)20251015104423NAL0002266403001

Secure Horizons Retirement Plan LLC

Name: Secure Horizons Retirement Plan LLC — Secure Horizon, Form 5500 (2024)
Creator: Secure Horizons Retirement Plan LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Secure Horizons 401(k) Plan

401(k) retirement plan · Secure Horizons Retirement Plan LLC's Secure Horizons 401(k) Plan held $139.0M in plan assets for 2,753 participants in 2024, with Empower as recordkeeper.

Signals · 4

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered8 service providers

Active participants

2,753

Accounts w/ balance

1,953

Plan assets (EOY)

$139.0M

Net assets (EOY)

$139.0M

People on this filing

Andrew ZITO signed Secure Horizons Retirement Plan LLC's 2024 Form 5500 as plan administrator.

Andrew ZITO — 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

Secure Horizons Retirement Plan LLC's EIN is 93-3836168.

EIN 93-3836168

Plan number 001

Plan year 2024

ACK ID 20251015104423NAL0002266403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Secure Horizons Retirement Plan LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Secure Horizons Retirement Plan LLC'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 SECURE HORIZONS RETIREMENT PLAN LLC.

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How this plan invests

This plan

57 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 10K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (15th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).
Fragmented vendor stack (8 disclosed providers, 5 categories).

Plan sponsor

Name

SECURE HORIZONS RETIREMENT PLAN LLC

EIN

all filings

Address

1525 INTERNATIONAL PARKWAY · SUITE 2071 · LAKE MARY, FL · 32746

Phone

(407) 585-1182

Industry

Other Services (ex. Public Admin)

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2U · Association Retirement Plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

8 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$165K	—
EMPOWER ADVISORTY GROUP LLC	84-0467907	GREENWOOD VILLAGE, CO	INVESMENT MGMT	$78K	—

Advisor / Consultant

Investments

57 direct securities· $131.9M(95% of reported assets)

Mutual Funds

$91.2M

35 holdings

Common Collective Trusts

$21.1M

6 holdings

Common Stocks

$6.4M

1 holding

Other securities

$6.1M

9 holdings

Self-Directed Brokerage

$4.4M

2 holdings

Bonds / Notes

$2.3M

1 holding

U.S. Treasuries

$335K

2 holdings

Agency / Mortgage-Backed

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$102.5M Vanguard$6.5M Empower / Great-West$6.4M Dodge & Cox$2.6M American Funds (Capital Group)$1.8M PIMCO$1.3M JPMorgan$938K BlackRock / iShares$634K Principal$428K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
MEMBERS BENEFIT CORP	—	PALM BEACH, FL	TRUSTEE	$18K	—
ROSEBAUM, ARY	—	GARDEN CITY, NY	TRUSTEE	$5K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENTEGRA SERVICES INC	—	CHARLOTTE, NC	CONTRACT ADMIN	$159K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
TEMPLETON & COMPANY LLP	—	WEST PALM BEACH, FL	AUDITOR	$9K	—

					% of plan
Fidelity 500 INDEX	Common Collective Trusts	—	—	$13.6M	9.8%
Fidelity FREEDOM INDEX 2035 PREMIER	Mutual Funds	—	—	$10.5M	7.6%
Fidelity FREEDOM INDEX 2030 PREMIER	Mutual Funds	—	—	$7.3M	5.2%
Fidelity FREEDOM INDEX 2045 PREMIER	Mutual Funds	—	—	$7.1M	5.1%
Fidelity FREEDOM INDEX 2040 PREMIER	Mutual Funds	—	—	$6.8M	4.9%
Empower Annuity Insurance * Guaranteed Interest Fund ** Company of America	Common Stocks	—	—	$6.4M	4.6%
Fidelity SMALL CAP INDEX	Mutual Funds	—	—	$6.1M	4.4%
Fidelity MID CAP INDEX	Mutual Funds	—	—	$5.3M	3.8%
Putnam LARGE CAP GROWTH R6	Mutual Funds	—	—	$5.1M	3.7%
Fidelity INTERNATIONAL INDEX	Mutual Funds	—	—	$4.9M	3.6%
Fidelity LARGE CAP VALUE INDEX	Mutual Funds	—	—	$4.7M	3.3%
Fidelity FREEDOM INDEX 2050 PREMIER	Mutual Funds	—	—	$4.4M	3.2%
Fidelity LARGE CAP GROWTH INDEX	Mutual Funds	—	—	$4.1M	2.9%
Fidelity TOTAL MARKET INDEX	Common Collective Trusts	—	—	$3.4M	2.5%
Fidelity US BOND INDEX	Mutual Funds	—	—	$3.2M	2.3%
Fidelity FREEDOM INDEX 2020 PREMIER	Mutual Funds	—	—	$3.2M	2.3%
Fidelity FREEDOM INDEX 2055 PREMIER	Mutual Funds	—	—	$2.9M	2.1%
Dodge & Cox DODGE & COX INCOME - I	Mutual Funds	—	—	$2.6M	1.9%
Vanguard BALANCED INDEX ADM	Mutual Funds	—	—	$2.6M	1.9%
Amana TRUST GROWTH	Other securities	—	—	$2.6M	1.9%
Notes receivable from participants - 9.50%, various maturities.	Bonds / Notes	—	—	$2.3M	1.7%
Fidelity MULTI-ASSET INDEX FUND	Common Collective Trusts	—	—	$2.3M	1.6%
Ameriprise Financial Brokerage Accounts	Self-Directed Brokerage	—	—	$2.3M	1.6%
Raymond James Brokerage Accounts	Self-Directed Brokerage	—	—	$2.2M	1.6%
Vanguard INTERNATIONAL GROWTH ADM	Mutual Funds	—	—	$1.5M	1.1%
Vanguard WELLESLEY INCOME ADM	Mutual Funds	—	—	$1.3M	0.9%
PIMCO PGIM JENNISON MID CAP GROWTH R6	Mutual Funds	—	—	$1.2M	0.9%
American Funds AMERICAN FUNDS INFLATION LINKED BD R6	Mutual Funds	—	—	$1.2M	0.9%
Vanguard SHORT-TERM CORP BD IDX ADMIRAL	Common Collective Trusts	—	—	$1.1M	0.8%
Fidelity EMERGING MARKETS INDEX	Mutual Funds	—	—	$1.0M	0.8%
Fidelity INFLATION PROTECTED BOND INDEX	Mutual Funds	—	—	$945K	0.7%
JPMorgan EQUITY INCOME R6	Other securities	—	—	$938K	0.7%
Artisan INTERNATIONAL VALUE INSTL	Other securities	—	—	$883K	0.6%
Fidelity INTL SUSTAINABILITY IDX	Common Collective Trusts	—	—	$724K	0.5%
Fidelity SMALL CAP DISCOVERY	Mutual Funds	—	—	$679K	0.5%
American Funds AMERICAN FUNDS NEW WORLD R6	Mutual Funds	—	—	$640K	0.5%
BlackRock STRATEGIC INCOME OPPS K	Other securities	—	—	$634K	0.5%
Fidelity FREEDOM INDEX 2060 PREMIER	Mutual Funds	—	—	$577K	0.4%
Fidelity REAL ESTATE INDEX	Mutual Funds	—	—	$456K	0.3%
Principal REAL ESTATE SECURITIES FD R-6	Other securities	—	—	$360K	0.3%
Victory SYCAMORE ESTABLISHED VALUE I	Other securities	—	—	$307K	0.2%
Fidelity INTERMEDIATE TREASURY BOND IDX	U.S. Treasuries	—	—	$302K	0.2%
Fidelity FREEDOM INDEX 2015 PREMIER	Mutual Funds	—	—	$276K	0.2%
Fidelity FREEDOM INDEX 2030 INSTL PREM	Mutual Funds	—	—	$239K	0.2%
Federated Hermes FEDERATED HERMES INSTL HIGH YIELD BD R6	Other securities	—	—	$227K	0.2%
Fidelity U.S. SUSTAINABILITY INDEX INSTL	Mutual Funds	—	—	$131K	<0.1%
State Street STATE STREET BALANCED INDEX K	Other securities	—	—	$95K	<0.1%
Fidelity FREEDOM INDEX 2065 PREMIER	Mutual Funds	—	—	$78K	<0.1%
Principal MIDCAP R6	Other securities	—	—	$68K	<0.1%
Vanguard TOTAL INTL BD IDX ADMIRAL	Common Collective Trusts	—	—	$57K	<0.1%

1–50 of 57

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CREATIVE PLANNING LLC	—	OVERLAND PARK, KS	INVESTMENT ADVISOR	$17K	—
GWN SECURITIES, INC	65-0939556	PALM BEACH, FL	BROKER/ ADVISOR	$0	—