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  2. Horizon Investments, LLC

Filings through Oct 24, 2026.

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Horizon Investments, LLC

EIN 58-2461603-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$15.5M assets
Health & Benefits
0
Participants
96
6210 ARDREY KELL BLVD, SUITE 300 - CHARLOTTE, NC 28277203-252-7053
Plans on this EIN
1 filing
#001401(k)-$15.5M - 96 part

Plan summaries

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

Retirement#001

HORIZON INVESTMENTS, LLC 401(K) PLAN

401(k)

Assets$15.5M
Participants96
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
#001HORIZON INVESTMENTS, LLC 401(K) PLAN401(k)$15.5M962025
  • HORIZON INVESTMENTS, LLC 401(K) PLAN$15.5M
    #001 · 401(k) · 202596
Retirement plans
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