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Sponsor portfolio

HORSEWISE, LLC

EIN 47-4069298-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
2
$396K assets
Welfare
0
Participants
2
16155 NORRIS ROAD - LOXAHATCHEE, FL 33470561-346-4228
Plans on this EIN
2 filings
#002CashBalance-$243K - 1 part#001401k-$153K - 1 part

Retirement portfolio analytics

2 plans aggregated / $396K assets / 2 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PLAN (#002)61%
  • 401(K) RETIREMENT PLAN (#001)39%
Total $396KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)1
  • 401(K) RETIREMENT PLAN (#001)1
Total 2Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HORSEWISE, LLC CASH BALANCE PLAN

CashBalance

Assets$243K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HORSEWISE, LLC 401(K) RETIREMENT PLAN

401k

Assets$153K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HORSEWISE, LLC CASH BALANCE PLANCashBalance$243K12024
001HORSEWISE, LLC 401(K) RETIREMENT PLAN401k$153K12025
Retirement plans
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