Plan Snapshot
- Plan Sponsor: Horizon Health And Wellness, INC.
- Sponsor EIN: 860554593
- Sponsor Address: 625 NORTH PLAZA DRIVE, APACHE JUNCTION, AZ, 85120
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 392 | $11.0M | $595,887 | $1.3M |
| 2023 | 451 | $9.6M | $646,030 | $1.3M |
| 2022 | 477 | $7.4M | $575,280 | $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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — 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 | $120,446 | $1,700 | $115,546 | — | — |
| 2023 | $103,427 | — | — | — | — |
| 2022 | $66,383 | — | — | — | $66,383 |