# Horizon House, INC. 403(b) Plan
Source: https://planprovider.pro/companies/horizon-house-inc-403b-plan

> Horizon House, INC.'s 403(b) plan: 865 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

- [BDO USA PC](https://planprovider.pro/provider/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|—|—|—|—|—|

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- [The Kintock Group INC.](https://planprovider.pro/companies/the-kintock-group-inc-401k-plan) — 407 participants

- [Carelink Community Support Services, INC.](https://planprovider.pro/companies/carelink-community-support-services-inc-403b-plan) — 323 participants

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