Plan Snapshot
- Plan Sponsor: Horizon Activities Centers
- Sponsor EIN: 341267458
- Sponsor Address: 25300 LORAIN ROAD, NORTH OLMSTED, OH, 440703909
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 445 | $4.3M | $283,232 | $226,723 |
| 2023 | 425 | $3.6M | $277,587 | $211,620 |
| 2022 | 400 | $2.9M | $235,326 | $209,390 |
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 |
|---|---|---|---|---|
| CORRIGAN KRAUSE | 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 | $1,800 | — | $1,800 | — | — |
| 2023 | $1,025 | — | $1,025 | — | — |
| 2022 | $825 | — | $825 | — | — |