Plan Snapshot
- Plan Sponsor: Horizons Programs, INC.
- Sponsor EIN: 061207164
- Sponsor Address: 127 BABCOCK HILL ROAD, SOUTH WINDHAM, CT, 06266
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $8.9M
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 | 221 | $8.9M | $615,660 | $469,709 |
| 2023 | 210 | $7.0M | $845,543 | $419,114 |
| 2022 | 217 | $5.2M | $610,906 | $370,583 |
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 |
|---|---|---|---|---|
| GUILMARTIN, DIOIRO AND SOKOLSKI LLC | 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 |
|---|---|---|---|---|---|
| 2024 | $17,550 | — | — | — | — |
| 2023 | $10,047 | — | — | — | — |
| 2022 | $6,582 | — | $6,582 | — | — |