Filings through .
Horan Wealth LLC
Matched across 3 name variants in the filings
Horan Wealth LLC at a glance
Horan Wealth LLC appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $954M in assets for 11,970 participants. The median client plan holds $25.4M. Most client plans are sponsored in OH, KY and WV. The largest clients by plan assets are Dinsmore & Shohl LLP, Perfetti Van Melle USA Inc. and Moriroku Technology North America Inc.. Plans reported $281K in direct and indirect compensation paid to Horan Wealth LLC, a median of $10K per plan.
- Participants
- 11,970
- Median plan assets
- $25.4M
- Median plan participants
- 593
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Dinsmore & Shohl LLP | OH | $535M | 2,447 |
| Perfetti Van Melle USA Inc. | KY | $107M | 1,210 |
| Moriroku Technology North America Inc. | OH | $57.4M | 1,831 |
| The Children's Home of Cincinnati | OH | $35.5M | 1,109 |
| Sims-Lohman, Inc. | OH | $30.8M | 970 |
| Eagle Financial Services Inc. | KY | $28.5M | 546 |
| Modern Office Methods, Inc. | OH | $27.1M | 274 |
| Zoological Society of Cincinnati | OH | $25.4M | 887 |
| Carestar, Inc. | OH | $20.5M | 593 |
| South Community Inc. | OH | $20.2M | 407 |
| Clear Mountain Bank, Inc. | WV | $18.9M | 196 |
| Fecon, LLC | OH | $14.8M | 368 |
| Mike's Carwash, Inc. | OH | $14.0M | 599 |
| CTL Aerospace, Inc. | OH | $10.5M | 340 |
| BRG Realty Group, LLC | OH | $8.0M | 193 |
Top client states
- OH12 plans
- KY2 plans
- WV1 plan
Frequently asked questions
- Who uses Horan Wealth LLC?
- 15 retirement plans list Horan Wealth LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Dinsmore & Shohl LLP, Perfetti Van Melle USA Inc., Moriroku Technology North America Inc., The Children's Home of Cincinnati and Sims-Lohman, Inc.. Most client plans are sponsored in OH, KY and WV.
- How many plans does Horan Wealth LLC serve?
- Horan Wealth LLC serves 15 retirement plans with $954M in plan assets and 11,970 participants, based on the latest Form 5500 filings through 2024.
- What does Horan Wealth LLC charge?
- Plans reported $281K in total Schedule C compensation paid to Horan Wealth LLC. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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