Plan Snapshot
- Plan Sponsor: Horizontal Integration, INC.
- Sponsor EIN: 363986047
- Sponsor Address: 1660 HIGHWAY 100 SOUTH, ST. LOUIS PARK, MN, 55416
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $19.6M
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 | 219 | $19.6M | $373,598 | $2.5M |
| 2023 | 267 | $15.9M | $328,592 | $2.7M |
| 2022 | 326 | $11.9M | $480,523 | $2.9M |
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 |
|---|---|---|---|---|
| ELLINGSON & ELLINGSON, LTD | 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 | $49,171 | $41,027 | $8,144 | — | — |
| 2023 | $41,307 | — | $41,307 | — | — |
| 2022 | $31,491 | — | $31,491 | — | — |