Horizon House 403(b) Plan
Sponsored by Horizon House · EIN 910725802 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 198
- With balances
- 193
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 |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping | $32,500 |
| Highland Capital Advisors, Llc | Investment advisory (plan) | $23,704 |