AUMdb

New Horizons Employee Retirement Plan

Sponsored by New Horizons Ranch & Center, Inc. · EIN 751530340 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
164
With balances
173

Plan year beginning 09/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch Fas & Eps Investment advisory (participants) $21,739
John Hancock Life Ins Co Recordkeeping, Investment management, Shareholder servicing fees $4,086