AUMdb

New Horizons Pension Plan

Sponsored by New Horizons Of The Treasure Coast, Inc. · EIN 596153749 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
393
With balances
274

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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 $3,181