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  1. Companies/
  2. Horizons Wealth Management, Inc.

Filings through Oct 24, 2026.

Horizons Wealth Management, Inc.

EIN 20-8677241-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Health & Benefits
0
Participants
5
82 PATTON AVE, SUITE 206 - ASHEVILLE, NC 28801828-337-9395horizonswealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$1.3M - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HORIZONS WEALTH MANAGEMENT RETIREMENT SAVINGS PLAN

401(k)

Assets$1.3M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HORIZONS WEALTH MANAGEMENT RETIREMENT SAVINGS PLAN401(k)$1.3M52025
  • HORIZONS WEALTH MANAGEMENT RETIREMENT SAVINGS PLAN$1.3M
    #001 · 401(k) · 20255
Retirement plans
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