Plan Snapshot
- Plan Sponsor: Hornblower Group, INC.
- Sponsor EIN: 943460564
- Sponsor Address: PIER 3 ON THE EMBARCADERO, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 3,877
- Total Assets: $101.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,877 | $101.8M | $5.4M | $10.5M |
| 2023 | 3,674 | $89.2M | $6.2M | $11.5M |
| 2022 | 3,499 | $67.1M | $5.5M | $10.2M |
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 |
|---|---|---|---|---|
| INSERO & CO. CPA'S LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & CO. CPA'S LLP — Auditor
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 | $114,074 | — | $300 | — | — |
| 2023 | $122,155 | $57,087 | — | — | — |
| 2022 | $85,008 | — | — | — | — |