New Horizons Employee Savings Plan
Sponsored by New Horizons Of The Treasure Coast, Inc. · EIN 596153749 · Plan #002
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 391
- With balances
- 338
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Variable Annuity Life Insurance Co | Custodial (securities), Investment advisory (participants), Investment management | $3,885 |