Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCED HORIZON LENDING
EIN 85-1519651financial servicesLatest filing 2024
Plans
2
Retirement
2
$638K assets
Welfare
0
Participants
6
7755 CENTER AVE, 11TH FLOOR - HUNTINGTON BEACH, CA 92647714-655-8861advancedhorizon.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $638K assets / 6 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#002
ADVANCED HORIZON LENDING CASH BALANCE PENSION PLAN
TraditionalDB
Assets$562K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADVANCED HORIZON LENDING 401(K) PROFIT SHARING PLAN
401k
Assets$76K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADVANCED HORIZON LENDING CASH BALANCE PENSION PLAN | TraditionalDB | $562K | 3 | 2024 | |
| 001 | ADVANCED HORIZON LENDING 401(K) PROFIT SHARING PLAN | 401k | $76K | 3 | 2024 |
Retirement plans