Mrm-Horizon Advisors, LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Mrm-Horizon Advisors, LLC
  • Sponsor EIN: 043125274
  • Sponsor Address: 84 STATE ST, BOSTON, MA, 02109
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $15.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20234$15.0M$64,810$52,500
20224$15.3M$62,250$74,500

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