# Horizon Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/horizon-management-inc-401k-plan

> Horizon Management, INC.'s 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Horizon Management, INC.

- **Sponsor EIN:** 341908108

- **Sponsor Address:** 821 KENTWOOD DR, BOARDMAN, OH, 44512

- **Plan Type:** 401(k)

- **Total Participants:** 206

- **Total Assets:** $2.4M

## 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.|

| 2024|206|$2.4M|$46,948|$297,707|

| 2023|241|$2.2M|$52,839|$313,123|

| 2022|286|$2.0M|$54,630|$289,091|

## 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|

| TRINITY PENSION CONSULTANTS, INC.|TPA|$17,338|—|$17,338|

| EMPOWER ANNUITY INSURANCE CO.|RECORDKEEPER|$14,661|—|$14,661|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$11,215|—|$11,215|

| HD DAVIS CPAS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HD DAVIS CPAS LLC](https://planprovider.pro/provider/hd-davis-cpas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $43,214

- **Estimated Expense Ratio:** 1.792% 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|$36,927|—|$36,927|—|—|

| 2023|$21,115|—|$21,115|—|—|

| 2022|$23,870|—|$23,870|—|—|

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