Plan Snapshot
- Plan Sponsor: Horizon Telcom
- Sponsor EIN: 311449037
- Sponsor Address: P.O. BOX 480, CHILLICOTHE, OH, 45601
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $1.0M | $1.6M |
| 2023 | 248 | $29.1M | $1.2M | $1.7M |
| 2022 | 246 | $25.3M | $890,943 | $1.3M |
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 |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | ADVISOR | $62,512 | — | $62,512 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,162 | — | $43,162 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,394 | — | $18,394 |
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART FINANCIAL GROUP INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,068
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 | $64,218 | $26,387 | — | — | — |
| 2023 | $62,033 | $40,452 | — | — | — |
| 2022 | $53,493 | $6,453 | — | — | — |