# Horizon Nut, LLC 401(k) Plan
Source: https://planprovider.pro/companies/horizon-nut-llc-401k-plan

> Horizon Nut, LLC's 401(k) plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Horizon Nut, LLC

- **Sponsor EIN:** 263759189

- **Sponsor Address:** 26487 N. HIGHWAY 99, TULARE, CA, 93274

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

- **Total Participants:** 193

- **Total Assets:** $4.7M

## 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.|

| 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|

| STANDARD CORP FINANCIAL GROUP|INVESTMENT COMPANY|$24,136|—|$24,136|

| PASADENA PRIVATE WELATH, LLC|INVESTMENT ADVISOR|$23,676|—|$23,676|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANDARD CORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — INVESTMENT COMPANY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,812

- **Estimated Expense Ratio:** 1.008% 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|$35,584|—|$35,584|—|—|

| 2023|$28,996|—|$28,996|—|—|

| 2022|$25,594|—|$25,594|—|—|

## Similar Plans

- [Four Star Management, LLC](https://planprovider.pro/companies/four-star-management-llc-401k-plan) — 191 participants

- [Crimson Wine Group, Ltd.](https://planprovider.pro/companies/crimson-wine-group-ltd-401k-plan) — 199 participants

- [Munger Bros., LLC](https://planprovider.pro/companies/munger-bros-llc-401k-plan) — 223 participants

- [V. Sangiacomo & Sons](https://planprovider.pro/companies/v-sangiacomo-sons-401k-plan) — 155 participants

- [Limoneira Company](https://planprovider.pro/companies/limoneira-company-401k-plan) — 238 participants

- [National Pecan Company](https://planprovider.pro/companies/national-pecan-company-401k-plan) — 136 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/horizon-nut-llc-401k-plan)

© 2026 PlanProvider.Pro