HORAN SECURITIES
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
82
Active participants
39,763
Total plan assets
$3.2B
Filings (rows)
84
Direct comp
$1.5M
Indirect comp
$629K
SERVICES PROVIDED
Advisor / Consultant47
Other23
Broker14
Top plans served
Showing top 84 of 82 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DINSMORE & SHOHL LLP THE DINSMORE & SHOHL LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI, OH | Advisor / Consultant CONSULTANT | 1,461 | $472.2M | $26K |
| DINSMORE & SHOHL LLP THE DINSMORE & SHOHL, LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI, OH | Advisor / Consultant CONSULTANT | 1,414 | $427.3M | $26K |
| DINSMORE & SHOHL LLP THE DINSMORE & SHOHL, LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI, OH | Broker BROKER/CONSLT/OTHR SERV | 1,373 | $362.8M | $26K |
| RELADYNE LLC RELADYNE LLC 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 3,364 | $173.0M | $93K |
| RELADYNE LLC RELADYNE LLC 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 3,010 | $142.5M | $70K |
| WRIGHT-PATT CREDIT UNION, INC. WRIGHT-PATT CREDIT UNION, INC. 401(K) PLAN AND TRUST | BEAVERCREEK, OH | Advisor / Consultant ADVISOR | 1,384 | $111.1M | $6K |
| PERFETTI VAN MELLE USA INC. PERFETTI VAN MELLE, INC. 401(K) PLAN AND TRUST | ERLANGER, KY | Other OTHER SERVICES | 1,162 | $91.6M | $0 |
| WRIGHT-PATT CREDIT UNION, INC. WRIGHT-PATT CREDIT UNION, INC. 401(K) PLAN AND TRUST | BEAVERCREEK, OH | Advisor / Consultant ADVISOR | 1,291 | $88.7M | $24K |
| RELADYNE LLC RELADYNE LLC 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 2,018 | $86.5M | $16K |
| PERFETTI VAN MELLE USA INC. PERFETTI VAN MELLE, INC. 401(K) PLAN AND TRUST | ERLANGER, KY | Other OTHER SERVICES | 1,456 | $73.3M | $0 |
| SHEET METAL WORKERS UNIONS LOCAL 24 SHEET METAL WORKERS LOCAL 24 CINCINNATI AREA RETIREMENT PLAN AND TRUST | CINCINNATI, OH | Other NONE | 436 | $60.7M | $28K |
| SHEET METAL WORKERS UNIONS LOCAL 24 SHEET METAL WORKERS LOCAL 24 CINCINNATI AREA RETIREMENT PLAN AND TRUST | CINCINNATI, OH | Other NONE | 423 | $53.1M | $30K |
| MORIROKU TECHNOLOGY NORTH AMERICA INC. MORIROKU TECHNOLOGY NORTH AMERICA INC. SAVINGS AND RETIREMENT PLAN | GREENVILLE, OH | Broker BROKER/ADVISER | 1,076 | $52.8M | $0 |
| PERFETTI VAN MELLE USA INC. PERFETTI VAN MELLE, INC, 401(K) PLAN AND TRUST | ERLANGER, KY | Other OTHER SERVICES | 546 | $47.3M | $0 |
| SHEET METAL WORKERS UNIONS LOCAL 24 SHEET METAL WORKERS LOCAL 24 CINCINNATI AREA RETIREMENT PLAN AND TRUST | CINCINNATI, OH | Other NONE | 416 | $44.9M | $15K |
| MORIROKU TECHNOLOGY NORTH AMERICA INC. MORIROKU TECHNOLOGY NORTH AMERICA INC. SAVINGS AND RETIREMENT PLAN | GREENVILLE, OH | Broker BROKER/ADVISER | 697 | $38.6M | $0 |
| THE CHILDREN'S HOME OF CINCINNATI CHILDREN'S HOME OF CINCINNATI 403(B) PLAN | CINCINNATI, OH | Other CONSULTING | 637 | $30.9M | $50K |
| THE CHILDREN'S HOME OF CINCINNATI CHILDREN'S HOME OF CINCINNATI 403(B) PLAN | CINCINNATI, OH | Other CONSULTING | 656 | $27.3M | $7K |
| SIMS-LOHMAN, INC. SIMS-LOHMAN, INC. 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 694 | $25.8M | $47K |
| CLUBESSENTIAL HOLDINGS, LLC CLUBESSENTIAL HOLDINGS, LLC 401(K) PLAN | BLUE ASH, OH | Advisor / Consultant ADVISOR | 517 | $24.4M | $30K |
| EAGLE FINANCIAL SERVICES INC. EAGLE FINANCIAL 401(K) PLAN | FLORENCE, KY | Advisor / Consultant INVESTMENT ADVISOR | 419 | $24.1M | $4K |
| EAGLE FINANCIAL SERVICES INC. EAGLE FINANCIAL 401(K) PLAN | FLORENCE, KY | Broker BROKER/ADVISER | 419 | $24.1M | $0 |
| ZOOLOGICAL SOCIETY OF CINCINNATI ZOOLOGICAL SOCIETY OF CINCINNATI 401(K) RETIREMENT PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 742 | $22.4M | $23K |
| MODERN OFFICE METHODS, INC. MODERN OFFICE METHODS INC. SAVINGS AND INVESTMENT PLAN | CINCINNATI, OH | Broker BROKER/ADVISER | 231 | $22.0M | $0 |
| MODERN OFFICE METHODS, INC. MODERN OFFICE METHODS INC. SAVINGS AND INVESTMENT PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 231 | $22.0M | $4K |
| EAGLE FINANCIAL SERVICES INC. EAGLE FINANCIAL 401(K) PLAN | FLORENCE, KY | Broker BROKER/ADVISER | 435 | $19.5M | $0 |
| SIMS-LOHMAN, INC. SIMS-LOHMAN, INC. 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 504 | $19.4M | $38K |
| MODERN OFFICE METHODS, INC. MODERN OFFICE METHODS INC. SAVINGS AND INVESTMENT PLAN | CINCINNATI, OH | Broker BROKER/ADVISER | 214 | $19.2M | $0 |
| WEASTEC, INC. WEASTEC, INC. RETIREMENT SAVINGS PLAN | HILLSBORO, OH | Advisor / Consultant ADVISOR | 152 | $19.0M | $53K |
| THE CONNOR GROUP, A REAL ESTATE INVESTMENT FIRM, LLC THE CONNOR GROUP 401(K) PROFIT SHARING PLAN | MIAMISBURG, OH | Other NONE | 485 | $18.6M | $10K |
| CARESTAR, INC. CARESTAR 401(K) RETIREMENT PLAN | BLUE ASH, OH | Other INVESTMENT/FINANCIAL ADVI | 467 | $18.5M | $38K |
| WEASTEC, INC. WEASTEC, INC. RETIREMENT SAVINGS PLAN | HILLSBORO, OH | Advisor / Consultant ADVISOR | 161 | $18.5M | $50K |
| THE WALLICK COMPANIES, LLC THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN | NEW ALBANY, OH | Broker BROKER/ADVISER | 722 | $18.4M | $0 |
| SOUTH COMMUNITY INC. SOUTH COMMUNITY INC. 401(K) RETIREMENT PLAN | MORAINE, OH | Other NONE | 265 | $18.4M | $41K |
| ZOOLOGICAL SOCIETY OF CINCINNATI ZOOLOGICAL SOCIETY OF CINCINNATI 401(K) RETIREMENT PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 182 | $18.3M | $18K |
| CLUBESSENTIAL HOLDINGS, LLC CLUBESSENTIAL HOLDINGS, LLC 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 524 | $17.9M | $12K |
| BENCHMARK DIGITAL PARTNERS, LLC BENCHMARK DIGITAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN | MASON, OH | Advisor / Consultant ADVISOR | 184 | $17.7M | $35K |
| MODERN OFFICE METHODS, INC. MODERN OFFICE METHODS INC. SAVINGS AND INVESTMENT PLAN | CINCINNATI, OH | Broker BROKER/ADVISER | 197 | $16.6M | $0 |
| CLEAR MOUNTAIN BANK, INC. CLEAR MOUNTAIN BANK, INC. 401(K) PLAN | BRUCETON MILLS, WV | Advisor / Consultant INVESTMENT ADVISOR | 148 | $16.2M | $15K |
| SOUTH COMMUNITY INC. SOUTH COMMUNITY INC. 401(K) RETIREMENT PLAN | MORAINE, OH | Other NONE | 267 | $16.1M | $51K |
| CARESTAR, INC. CARESTAR 401(K) RETIREMENT PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 441 | $15.3M | $52K |
| THE CONNOR GROUP, A REAL ESTATE INVESTMENT FIRM, LLC THE CONNOR GROUP 401(K) PROFIT SHARING PLAN | MIAMISBURG, OH | Other NONE | 451 | $15.3M | $10K |
| CLEAR MOUNTAIN BANK, INC. CLEAR MOUNTAIN BANK, INC. 401(K) PLAN | BRUCETON MILLS, WV | Advisor / Consultant INVESTMENT ADVISOR | 156 | $14.8M | $13K |
| WEASTEC, INC. WEASTEC, INC. RETIREMENT SAVINGS PLAN | HILLSBORO, OH | Advisor / Consultant ADVISOR | 145 | $14.7M | $47K |
| ZOOLOGICAL SOCIETY OF CINCINNATI ZOOLOGICAL SOCIETY OF CINCINNATI 401(K) RETIREMENT PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 163 | $14.0M | $19K |
| SENTRILOCK, LLC SENTRILOCK, LLC 401(K) PLAN | WEST CHESTER, OH | Advisor / Consultant ADVISOR | 194 | $13.1M | $31K |
| FECON, LLC FECON 401(K) PROFIT SHARING PLAN | LEBANON, OH | Advisor / Consultant ADVISOR | 212 | $13.0M | $0 |
| BENCHMARK DIGITAL PARTNERS, LLC BENCHMARK DIGITAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN | MASON, OH | Advisor / Consultant ADVISOR | 151 | $12.7M | $33K |
| CLEAR MOUNTAIN BANK, INC. CLEAR MOUNTAIN BANK, INC. 401(K) PLAN | BRUCETON MILLS, WV | Advisor / Consultant INVESTMENT ADVISOR | 162 | $12.6M | $13K |
| CARESTAR, INC. CARESTAR 401(K) RETIREMENT PLAN | CINCINNATI, OH | Other INVESTMENT/FINANCIAL ADVI | 407 | $12.6M | $12K |
| SENTRILOCK, LLC SENTRILOCK, LLC 401(K) PLAN | WEST CHESTER, OH | Advisor / Consultant ADVISOR | 195 | $12.1M | $26K |
| FECON, LLC FECON 401(K) PROFIT SHARING PLAN | LEBANON, OH | Advisor / Consultant ADVISOR | 207 | $12.0M | $0 |
| ENABLE INJECTIONS, INC. ENABLE INJECTIONS 401(K) PLAN | CINCINNATI, OH | Broker BROKER/ADVISER | 198 | $11.9M | $0 |
| MIKE'S CARWASH, INC. MIKE'S CARWASH 401(K) PLAN | LOVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 394 | $11.8M | $26K |
| THE CONNOR GROUP, A REAL ESTATE INVESTMENT FIRM, LLC THE CONNOR GROUP 401(K) PROFIT SHARING PLAN | MIAMISBURG, OH | Other NONE | 377 | $11.0M | $10K |
| CINCINNATI MUSEUM ASSOCIATION CINCINNATI MUSEUM ASSOCIATION 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 208 | $10.7M | $27K |
| BONFIGLIOLI USA BONFIGLIOLI USA RETIREMENT PLAN | HEBRON, KY | Other OTHER | 160 | $10.6M | $1K |
| INDUSTRY PRODUCTS COMPANY INDUSTRY PRODUCTS COMPANY EMPLOYEES' 401(K) PLAN | PIQUA, OH | Advisor / Consultant ADVISOR | 208 | $10.5M | $0 |
| MIKE'S CARWASH, INC. MIKE'S CARWASH 401(K) PLAN | LOVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 456 | $10.0M | $16K |
| FECON, LLC FECON 401(K) PROFIT SHARING PLAN | LEBANON, OH | Advisor / Consultant ADVISOR | 221 | $10.0M | $0 |
| SENTRILOCK, LLC SENTRILOCK, LLC 401(K) PLAN | WEST CHESTER, OH | Advisor / Consultant ADVISOR | 190 | $9.9M | $25K |
| BENCHMARK DIGITAL PARTNERS, LLC BENCHMARK DIGITAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN | MASON, OH | Advisor / Consultant ADVISOR | 153 | $9.8M | $29K |
| CTL AEROSPACE, INC CTL AEROSPACE, INC RETIREMENT SAVINGS PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 362 | $9.2M | $39K |
| ENABLE INJECTIONS, INC. ENABLE INJECTIONS 401(K) PLAN | CINCINNATI, OH | Broker BROKER/ADVISER | 185 | $8.7M | $0 |
| CINCINNATI MUSEUM ASSOCIATION CINCINNATI MUSEUM ASSOCIATION 401(K) PROFIT SHARING PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 192 | $8.7M | $22K |
| BONFIGLIOLI USA BONFIGLIOLI USA RETIREMENT PLAN | HEBRON, KY | Advisor / Consultant INVESTMENT ADVISOR | 151 | $8.5M | $26K |
| CTL AEROSPACE, INC. CTL AEROSPACE, INC. RETIREMENT SAVINGS PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 374 | $8.0M | $33K |
| BRIGHTON CENTER, INC. BRIGHTON CENTER, INC. EMPLOYEE PENSION PLAN | NEWPORT, KY | Advisor / Consultant INVESTMENT ADVISOR | 156 | $7.5M | $0 |
| GREENVILLE TECHNOLOGY, INC. R.T.I. SAVINGS AND RETIREMENT PLAN | GREENVILLE, OH | Broker BROKER/ADVISER | 423 | $7.3M | $0 |
| ODW LTS, LLC ODW LTS, LLC 401(K) PLAN | HAMILTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 120 | $6.8M | $25K |
| BRIGHTON CENTER, INC. BRIGHTON CENTER, INC. EMPLOYEE PENSION PLAN | NEWPORT, KY | Other N/A | 165 | $6.7M | $0 |
| BRG REALTY GROUP, LLC BRG REALTY GROUP, LLC EMPLOYEES' SAVINGS PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 195 | $6.7M | $21K |
| CTL AEROSPACE, INC. CTL AEROSPACE, INC. RETIREMENT SAVINGS PLAN | CINCINNATI, OH | Advisor / Consultant ADVISOR | 303 | $6.7M | $35K |
| CINCINNATI ARTS ASSOCIATION CINCINNATI ARTS ASSOCIATION 403(B) PLAN | CINCINNATI, OH | Other N/A | 197 | $6.6M | $0 |
| BRG REALTY GROUP, LLC BRG REALTY GROUP, LLC EMPLOYEES' SAVINGS PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 192 | $5.7M | $17K |
| ENABLE INJECTIONS, INC. ENABLE INJECTIONS 401(K) PLAN | CINCINNATI, OH | Broker BROKER/ADVISER | 178 | $5.6M | $0 |
| CINCINNATI ARTS ASSOCIATION CINCINNATI ARTS ASSOCIATION 403(B) PLAN | CINCINNATI, OH | Other N/A | 198 | $5.6M | $0 |
| CINCINNATI ARTS ASSOCIATION CINCINNATI ARTS ASSOCIATION 403(B) PLAN | CINCINNATI, OH | Other N/A | 180 | $5.4M | $0 |
| BRIGHTON CENTER, INC. BRIGHTON CENTER, INC. EMPLOYEE PENSION PLAN | NEWPORT, KY | Other N/A | 145 | $5.4M | $0 |
| BRG REALTY GROUP, LLC BRG REALTY GROUP, LLC EMPLOYEES' SAVINGS PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 155 | $4.6M | $18K |
| GRAY AMERICA CORP. GRAY AMERICA CORP. SAVINGS & RETIREMENT PLAN | MORAINE, OH | Other INVESTMENT/FINANCIAL ADVI | 113 | $4.2M | $12K |
| ODW LTS, LLC ODW LTS, LLC 401(K) PLAN | HAMILTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $27K |
| GREENVILLE TECHNOLOGY, INC. R.T.I. SAVINGS AND RETIREMENT PLAN | RAINSVILLE, AL | Broker BROKER/ADVISER | 0 | $0 | $0 |
| INDUSTRY PRODUCTS COMPANY INDUSTRY PRODUCTS COMPANY EMPLOYEES' 401(K) PLAN | PIQUA, OH | Advisor / Consultant ADVISOR | 0 | $0 | $0 |