Plan Snapshot
- Plan Sponsor: Horizon Health Care
- Sponsor EIN: 113130244
- Sponsor Address: 20 JERUSALEM AVE FL 3, HICKSVILLE, NY, 118014980
- Plan Type: 401(k)
- Total Participants: 650
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 650 | $4.4M | $0 | $630,464 |
| 2023 | 124 | $3.6M | $0 | $450,385 |
| 2022 | 507 | $2.7M | $0 | $286,669 |
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 |
|---|---|---|---|---|
| ALAN J GOLDBERGER CPA | 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 | $30,484 | $12,046 | $17,578 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $15,643 | $8,092 | $7,551 | — | — |