# Horicon Bank DC Plan
Source: https://planprovider.pro/companies/horicon-bank-plan-002

> Horicon Bank's DC plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Horicon Bank

- **Sponsor EIN:** 390356800

- **Sponsor Address:** P.O. BOX 144, HORICON, WI, 53032

- **Plan Type:** DC

- **Total Participants:** 219

- **Total Assets:** $46.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|219|$46.7M|$1.3M|$1.0M|

| 2023|236|$44.2M|$714,314|$1.1M|

| 2022|212|$44.4M|$1.1M|$990,417|

## 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|

| WIPFLI LLP|TPA|$50,890|—|$50,890|

| CREATIVE PLANNING HOLDCO, LLC|INVESTMENT ADVISOR|$45,036|—|$45,036|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — TPA

- [CREATIVE PLANNING HOLDCO, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,926

- **Estimated Expense Ratio:** 0.205% 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|$135,927|$45,036|—|—|—|

| 2023|$143,848|$31,676|—|—|—|

| 2022|$130,025|$41,264|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/horicon-bank-plan-002)

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