AUMdb

Horizon Roofing 401(k) Plan

Sponsored by Horizon Roofing, Inc. · EIN 411765296 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
137
With balances
200

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $17,210
Ascensus Holdings Inc. Dba Futurepl Contract administrator $975
Empower Annuity Ins Co Of America Recordkeeping fees $0