Plan Snapshot
- Plan Sponsor: Horizon Home Care & Hospice, INC.
- Sponsor EIN: 391171298
- Sponsor Address: 11002 W PARK PL, MILWAUKEE, WI, 532243615
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 535
- Total Assets: $39.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 535 | $39.0M | $0 | $0 |
| 2024 | 382 | $32.6M | $918,209 | $1.8M |
| 2023 | 479 | $27.9M | $949,481 | $1.8M |
| 2022 | 662 | $23.0M | $933,686 | $1.8M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Other Service Provider | $45,014 | — | $45,014 |
| KESTRA INVESTMENT SERVICES LLC | Investment Advisor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,014
- Estimated Expense Ratio: 0.154% 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 |
|---|---|---|---|---|---|
| 2025 | $2,026,895 | $15,000 | $45,014 | — | — |
| 2024 | $57,037 | — | $57,037 | — | — |
| 2023 | $52,776 | — | $52,776 | — | — |
| 2022 | $52,295 | — | $52,295 | — | — |