Plan Snapshot
- Plan Sponsor: Horizon Group Usa, INC.
- Sponsor EIN: 223771662
- Sponsor Address: 430 MOUNTAIN AVENUE, NEW PROVIDENCE, NJ, 07974
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 166 | $14.7M | $343,922 | $1.2M |
| 2023 | 155 | $12.8M | $336,445 | $1.2M |
| 2022 | 190 | $10.1M | $375,947 | $1.2M |
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 |
|---|---|---|---|---|
| COHN REZNICK LLP | 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 | $67,315 | $40,649 | — | — | — |
| 2023 | $56,682 | $33,052 | — | — | — |
| 2022 | $36,611 | $1,369 | — | — | — |