Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Horan Securities Inc
Horan Securities Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $136,559
Assets of those plans
$188,625,185
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$136,559
67% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 8 |
| 55 | Other commissions | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Moriroku Technology North America Inc. Savings and Retirement Plan | Moriroku Technology North America | $52,841,252 | 1,487 | $0 |
| Clubessential Holdings, LLC 401(k) Plan | Clubessential Holdings | $24,371,375 | 470 | $30,222 |
| Eagle Financial 401(k) Plan | Eagle Financial Services | $24,064,961 | 484 | $3,946 |
| Modern Office Methods Inc. Savings and Investment Plan | Modern Office Methods | $22,002,164 | 264 | $3,646 |
| The Connor Group 401(k) Profit Sharing Plan | Connor Group a Real Estate Investment Firm | $18,628,146 | 708 | $10,000 |
| Clear Mountain Bank, Inc. 401(k) Plan | Clear Mountain Bank | $16,236,274 | 188 | $14,826 |
| Enable Injections 401(k) Plan | Enable Injections | $11,928,508 | 207 | $0 |
| Mike's Carwash 401(k) Plan | Mike's Carwash | $11,833,495 | 546 | $26,344 |
| BRG Realty Group, LLC Employees' Savings Plan | BRG Realty Group | $6,719,010 | 154 | $20,769 |
| ODW LTS, LLC 401(k) Plan | ODW LTS | $0 | 0 | $26,806 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.