# Horizon Health Care DC Plan
Source: https://planprovider.pro/companies/horizon-health-care-plan

> Horizon Health Care&#39;s DC plan: 650 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

- **Sponsor EIN:** 113130244

- **Sponsor Address:** 20 JERUSALEM AVE FL 3, HICKSVILLE, NY, 118014980

- **Plan Type:** DC

- **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|

| PAYCHEX, INC.|RECORDKEEPER|$12,612|—|$12,612|

| WELLS FARGO ADVISORS|ADVISOR|$12,046|—|$12,046|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$6,130|—|$6,130|

| ALAN J GOLDBERGER CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,788

- **Estimated Expense Ratio:** 0.699% 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|$30,484|$12,046|$17,578|—|—|

| 2023|—|—|—|—|—|

| 2022|$15,643|$8,092|$7,551|—|—|

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- [The Institute For Family Health](https://planprovider.pro/companies/the-institute-for-family-health-401k-plan) — 1,348 participants

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

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