# Horizon House, INC. DC Plan
Source: https://planprovider.pro/companies/horizon-house-inc-plan-006

> Horizon House, INC.&#39;s DC plan: 725 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:** DC

- **Total Participants:** 725

- **Total Assets:** $5.7M

## 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|725|$5.7M|$0|$0|

| 2023|713|$5.7M|$0|$0|

| 2022|685|$5.6M|$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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$50|$39,714|$39,764|

| BDO USA PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [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:** $39,764

- **Estimated Expense Ratio:** 0.694% 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|$4,214|—|$4,214|—|—|

| 2023|$2,752|—|$2,752|—|—|

| 2022|—|—|—|—|—|

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