Plan Snapshot
- Plan Sponsor: Horizon Industries, Limited
- Sponsor EIN: 522004291
- Sponsor Address: 8245 BOONE BLVD SUITE 300, VIENNA, VA, 22182
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 188
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 188 | $18.0M | $0 | $0 |
| 2024 | 135 | $14.7M | $498,388 | $1.3M |
| 2023 | 118 | $11.9M | $447,771 | $1.2M |
| 2022 | 123 | $9.5M | $364,014 | $991,844 |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,751,408 | $4,849 | — | — | — |
| 2024 | $4,944 | — | — | — | — |
| 2023 | $4,581 | $2,111 | — | — | — |
| 2022 | $3,587 | — | — | — | — |