Plan Snapshot
- Plan Sponsor: Horizon Healthcare Services, INC.
- Sponsor EIN: 220999690
- Sponsor Address: 3 PENN PLAZA E, NEWARK, NJ, 071052200
- Plan Type: DB
- Total Participants: 707
- Total Assets: $217.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 707 | $217.3M | $0 | $0 |
| 2023 | 741 | $223.8M | $0 | $0 |
| 2022 | 774 | $225.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | NONE | $458,424 | — | $458,424 |
| LEGAL & GENERAL INVESTMENT | NONE | $328,916 | — | $328,916 |
| WILSHIRE ASSOCIATES INC. | NONE | $226,821 | — | $226,821 |
| WELLINGTON GROUP HOLDINGS LLP | NONE | $222,153 | — | $222,153 |
| THE BANK OF NEW YORK MELLON | NONE | $118,076 | — | $118,076 |
| EISNERAMPER LLP | NONE | $47,460 | — | $47,460 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — NONE
- WILSHIRE ASSOCIATES INC. — NONE
- EISNERAMPER LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,401,850
- Estimated Expense Ratio: 0.645% 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 | $1,639,624 | $777,890 | — | $47,460 | — |
| 2023 | $1,473,293 | $720,215 | — | — | — |
| 2022 | $1,592,132 | $709,243 | — | — | $599,091 |