Plan Snapshot
- Plan Sponsor: Horning Management Company, LLC
- Sponsor EIN: 271413972
- Sponsor Address: 5301 WISCONSIN AVENUE NW, WASHINGTON, DC, 20015
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 182 | $8.0M | $216,022 | $673,161 |
| 2023 | 156 | $7.6M | $235,845 | $623,575 |
| 2022 | 165 | $7.2M | $244,485 | $629,228 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $42,923 | $17,695 | — | — | — |
| 2023 | $31,752 | $17,181 | — | — | — |
| 2022 | $47,474 | — | — | — | — |