Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEW HORIZON SALES, INC.
EIN 86-0408808wholesaleLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
18
3650 EAST LA SALLE STREET - PHOENIX, AZ 85040602-437-4795newhorizonsales.comLinkedIn1-10 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 18 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
NEW HORIZON SALES RETIREMENT PLAN
CashBalance
Assets$1.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NEW HORIZON SALES 401(K) PROFIT SHARING PLAN
401k
Assets$949K
Participants9
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 | NEW HORIZON SALES RETIREMENT PLAN | CashBalance | $1.6M | 9 | 2025 | |
| 001 | NEW HORIZON SALES 401(K) PROFIT SHARING PLAN | 401k | $949K | 9 | 2025 |
Retirement plans