Plan Snapshot
- Plan Sponsor: Horizon Health Care, INC.
- Sponsor EIN: 460341255
- Sponsor Address: PO BOX 99, HOWARD, SD, 57349
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $19.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 311 | $19.1M | $741,171 | $1.4M |
| 2023 | 294 | $16.7M | $769,515 | $1.4M |
| 2022 | 307 | $13.7M | $763,681 | $1.4M |
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 |
|---|---|---|---|---|
| STIFEL, NICOLAUS & CO, INC. | INVESTMENT ADVISOR | $45,169 | — | $45,169 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $5,170 | — | $5,170 |
| BRADY, MARTZ & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STIFEL, NICOLAUS & CO, INC. — INVESTMENT ADVISOR
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- BRADY, MARTZ & ASSOCIATES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,339
- Estimated Expense Ratio: 0.264% 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 | $115,013 | $45,169 | $10,225 | — | — |
| 2023 | $104,517 | — | — | — | — |
| 2022 | $93,012 | $34,922 | $58,090 | — | — |