Plan Snapshot
- Plan Sponsor: D.R. Horton, INC.
- Sponsor EIN: 752386963
- Sponsor Address: 1341 HORTON CIRCLE, ARLINGTON, TX, 76011
- Plan Type: 401(k)
- Total Participants: 14,645
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 14,645 | $1.4B | $44.0M | $125.0M |
| 2023 | 12,123 | $1.2B | $40.4M | $112.2M |
| 2022 | 11,742 | $912.7M | $36.9M | $100.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $517,196 | — | $517,196 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $487,298 | — | $487,298 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $79,986 | — | $79,986 |
| WHITLEY PENN LLP | AUDITOR | $26,008 | — | $26,008 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,110,488
- Estimated Expense Ratio: 0.078% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,113,189 | $567,285 | — | $26,008 | — |
| 2023 | $787,284 | $419,736 | — | — | — |
| 2022 | $655,333 | $358,444 | $294,489 | — | $2,400 |