Plan Snapshot
- Plan Sponsor: Horne LLP
- Sponsor EIN: 201941244
- Sponsor Address: 661 SUNNYBROOK ROAD, RIDGELAND, MS, 39157
- Plan Type: DC
- Total Participants: 161
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 161 | $6.3M | $471,846 | $697,630 |
| 2023 | 189 | $4.8M | $516,830 | $677,162 |
| 2022 | 189 | $3.1M | $500,929 | $633,706 |
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 |
|---|---|---|---|---|
| UP CPA GROUP, 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 | $75,971 | $5,101 | $18,727 | — | — |
| 2023 | $49,699 | $3,325 | $12,108 | — | — |
| 2022 | $31,579 | $2,089 | $29,490 | — | — |