# Horizon Health And Wellness, INC. 401(k) Plan
Source: https://planprovider.pro/companies/horizon-health-and-wellness-inc-401k-plan

> Horizon Health And Wellness, INC.'s 401(k) plan: 392 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CBIZ INVESTMENT ADVISORY SERVICES,|SERVICE PROVIDER|$318|$37,048|$37,366|

| CBIZ BENEFITS AND INSURANCE SERVICE|TPA|—|$8,755|$8,755|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,121

- **Estimated Expense Ratio:** 0.418% 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|$120,446|$1,700|$115,546|—|—|

| 2023|$103,427|—|—|—|—|

| 2022|$66,383|—|—|—|$66,383|

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