Plan Snapshot
- Plan Sponsor: Horizon Forest Products, L.P.
- Sponsor EIN: 621534131
- Sponsor Address: 4115 COMMODITY PARKWAY, RALEIGH, NC, 27610
- Plan Type: 401(k)
- Total Participants: 303
- Total Assets: $20.9M
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 | 303 | $20.9M | $606,064 | $1.4M |
| 2023 | 254 | $16.6M | $505,952 | $1.2M |
| 2022 | 186 | $9.7M | $381,800 | $862,837 |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW & KERSHNER LL | 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 | $52,236 | $12,070 | — | — | — |
| 2023 | $35,599 | $8,367 | — | — | — |
| 2022 | $31,556 | $22,818 | $4,220 | — | — |