Plan Snapshot
- Plan Sponsor: Horizon House, INC.
- Sponsor EIN: 231413304
- Sponsor Address: 3275 STOKLEY STREET, PHILADELPHIA, PA, 19129
- Plan Type: 403(b)
- Total Participants: 865
- Total Assets: $24.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 865 | $24.8M | $349,316 | $1.9M |
| 2023 | 910 | $23.1M | $339,253 | $1.8M |
| 2022 | 909 | $21.0M | $340,482 | $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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $24,276 | $172,213 | $196,489 |
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $21,331 | — | $21,331 |
| COMMONWEALTH FINANCIAL NETWORK | NONE | — | $12,427 | $12,427 |
| BDO USA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — NONE
- COMMONWEALTH FINANCIAL NETWORK — NONE
- BDO USA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $230,247
- Estimated Expense Ratio: 0.927% 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 | $58,033 | — | $58,033 | — | — |
| 2023 | $41,296 | — | $41,296 | — | — |
| 2022 | — | — | — | — | — |