Plan Snapshot
- Plan Sponsor: Horizon Nut, LLC
- Sponsor EIN: 263759189
- Sponsor Address: 26487 N. HIGHWAY 99, TULARE, CA, 93274
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 214
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 214 | $5.7M | $0 | $0 |
| 2024 | 193 | $4.7M | $211,063 | $308,249 |
| 2023 | 215 | $4.2M | $224,210 | $280,549 |
| 2022 | 165 | $3.5M | $201,916 | $294,455 |
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 |
|---|---|---|---|---|
| PASADENA PRIVATE WELATH, LLC | Investment Advisor | $31,088 | — | $31,088 |
| STANDARD CORP FINANCIAL GROUP | Other Service Provider | $27,262 | — | $27,262 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,350
- Estimated Expense Ratio: 1.023% 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 |
|---|---|---|---|---|---|
| 2025 | $611,363 | — | $37,502 | — | — |
| 2024 | $35,584 | — | $35,584 | — | — |
| 2023 | $28,996 | — | $28,996 | — | — |
| 2022 | $25,594 | — | $25,594 | — | — |