# Horizon Health Care, INC. 401(k) Plan
Source: https://planprovider.pro/companies/horizon-health-care-inc-401k-plan

> Horizon Health Care, INC.'s 401(k) plan: 311 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 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.](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — INVESTMENT ADVISOR

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [BRADY, MARTZ & ASSOCIATES, P.C.](https://planprovider.pro/provider/brady-martz-and-associates-pc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/horizon-health-care-inc-401k-plan)

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