# Daniel Coker Horton & Bell P.A. 401(k) Plan
Source: https://planprovider.pro/companies/daniel-coker-horton-bell-p-a-401k-plan

> Daniel Coker Horton & Bell P.A.'s 401(k) plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Daniel Coker Horton & Bell P.A.

- **Sponsor EIN:** 640653454

- **Sponsor Address:** 214 KEY DR., SUITE 2000, MADISON, MS, 39110

- **Plan Type:** 401(k)

- **Total Participants:** 42

- **Total Assets:** $39.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|42|$39.0M|$387,469|$349,811|

| 2023|54|$37.0M|$486,977|$383,489|

| 2022|50|$32.4M|$448,811|$380,858|

## 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|

| TANN, BROWN & RUSS CO., PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$2,432,972|—|$8,383|—|—|

| 2023|$938,811|—|$16,444|—|—|

| 2022|$16,766|—|—|—|$15,500|

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