HORIZON WEALTH MANAGEMENT
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
16
Active participants
5,365
Total plan assets
$126.5M
Filings (rows)
16
Direct comp
$272K
Indirect comp
$95K
SERVICES PROVIDED
Advisor / Consultant9
Other7
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MAGNOLIA BANK MAGNOLIA BANK RETIREMENT SAVINGS PLAN | HODGENVILLE, KY | Other SERVICE PROVIDER | 232 | $16.5M | $0 |
| MAGNOLIA BANK MAGNOLIA BANK RETIREMENT SAVINGS PLAN | HODGENVILLE, KY | Other SERVICE PROVIDER | 203 | $13.7M | — |
| MAGNOLIA BANK MAGNOLIA BANK RETIREMENT SAVINGS PLAN | HODGENVILLE, KY | Other SERVICE PROVIDER | 214 | $11.7M | $0 |
| JUSTICE AV SOLUTIONS JAVS EMPLOYEE RETIREMENT PLAN | LOUISVILLE, KY | Other INVESTMENT/FINANCIAL ADVI | 99 | $10.1M | $23K |
| JUSTICE AV SOLUTIONS JAVS EMPLOYEE RETIREMENT PLAN | LOUISVILLE, KY | Other INVESTMENT/FINANCIAL ADVI | 96 | $8.3M | $18K |
| TERRA STAFFING GROUP TERRA STAFFING GROUP 401(K) PLAN | EVERETT, WA | Other INVESTMENT/FINANCIAL ADVI | 1,476 | $7.9M | $6K |
| A.S.G STAFFING, INC. A.S.G STAFFING, INC. RETIREMENT PLAN & TRUST | BENSENVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 900 | $7.8M | $12K |
| BRYANT HEATING & COOLING, INC. BRYANT HEATING & COOLING, INC. 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISOR | 173 | $7.7M | $51K |
| JUSTICE AV SOLUTIONS JAVS EMPLOYEE RETIREMENT PLAN | LOUISVILLE, KY | Other INVESTMENT/FINANCIAL ADVI | 85 | $6.7M | $16K |
| BRYANT HEATING & COOLING, INC. BRYANT HEATING & COOLING, INC. 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISOR | 159 | $6.5M | $42K |
| A.S.G STAFFING, INC. A.S.G STAFFING, INC. RETIREMENT PLAN & TRUST | BENSENVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 916 | $6.5M | $12K |
| VALOR LLC VALOR, LLC RETIREMENT PLAN | OWENSBORO, KY | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 221 | $5.7M | $23K |
| BRYANT HEATING & COOLING, INC. BRYANT HEATING & COOLING, INC. 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISOR | 153 | $5.3M | $22K |
| VALOR LLC VALOR, LLC RETIREMENT PLAN | OWENSBORO, KY | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 200 | $5.1M | $21K |
| VALOR LLC VALOR, LLC RETIREMENT PLAN | OWENSBORO, KY | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 143 | $4.5M | $19K |
| XCELL INTERNATIONAL XCELL INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST | LEMONT, IL | Advisor / Consultant ADVISOR | 95 | $2.7M | $9K |