Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HORIZON FINANCIAL GROUP
EIN 46-1647092financial servicesLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
26
15015 JAMESTOWN BLVD, STE 100 - BATON ROUGE, LA 70810225-612-3820horizonfg.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 26 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HORIZON FINANCIAL GROUP 401K PROFIT SHARING PLAN
401k
Assets$3.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HORIZON FINANCIAL GROUP CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HORIZON FINANCIAL GROUP 401K PROFIT SHARING PLAN | 401k | $3.6M | 13 | 2024 | |
| 002 | HORIZON FINANCIAL GROUP CASH BALANCE PLAN | CashBalance | $1.7M | 13 | 2024 |
Retirement plans