Plan Snapshot
- Plan Sponsor: Horiba Instruments Incorporated
- Sponsor EIN: 330820160
- Sponsor Address: 9755 RESEARCH DRIVE 9755 RESEARCH D, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 865
- Total Assets: $190.1M
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 | 865 | $190.1M | $3.1M | $8.6M |
| 2023 | 844 | $176.5M | $3.1M | $8.2M |
| 2022 | 804 | $156.3M | $2.9M | $7.7M |
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 |
|---|---|---|---|---|
| LUCAS, HORSFALL, MURPHY&PINDROH, LL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCAS, HORSFALL, MURPHY&PINDROH, LL — Auditor
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 | $69,386 | — | — | — | — |
| 2023 | $145,837 | — | $145,837 | — | — |
| 2022 | $121,879 | — | $120,479 | — | — |