Plan Snapshot
- Plan Sponsor: Horrocks Engineers, INC.
- Sponsor EIN: 870296502
- Sponsor Address: 2162 W GROVE PARKWAY SUITE 100, PLEASANT GROVE, UT, 84062
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 937 | $72.9M | $2.3M | $6.9M |
| 2023 | 842 | $68.5M | $2.4M | $6.8M |
| 2022 | 823 | $52.1M | $2.1M | $5.8M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | INVESTMENT ADVISOR | $134,863 | — | $134,863 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $126,378 | — | $126,378 |
| HORROCKS ENGINEERS, INC. | OTHER | $13,250 | — | $13,250 |
| SQUIRE & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SQUIRE & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $274,491
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 |
|---|---|---|---|---|---|
| 2025 | $225 | — | — | — | — |
| 2024 | $274,491 | $134,863 | — | — | — |
| 2023 | $203,639 | $104,859 | — | — | — |
| 2022 | $179,378 | $128,705 | $50,673 | — | — |