# Hornblower Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hornblower-group-inc-401k-plan-001

> Hornblower Group, INC.'s 401(k) plan: 3,877 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$78,760|—|$78,760|

| CAPFINANCIAL PARTNERS, LLC|INVESTMENT ADVISOR|$35,314|—|$35,314|

| INSERO & CO. CPA'S LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [INSERO & CO. CPA'S LLP](https://planprovider.pro/provider/insero-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,074

- **Estimated Expense Ratio:** 0.112% 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|$114,074|—|$300|—|—|

| 2023|$122,155|$57,087|—|—|—|

| 2022|$85,008|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hornblower-group-inc-401k-plan-001)

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