# Horrocks Engineers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/horrocks-engineers-inc-401k-plan

> Horrocks Engineers, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/squire-and-company-pc) — 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|—|—|

## Similar Plans

- [Goengineer, INC.](https://planprovider.pro/companies/goengineer-inc-401k-plan) — 694 participants

- [Sunrise Engineering, INC.](https://planprovider.pro/companies/sunrise-engineering-inc-401k-plan) — 468 participants

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

© 2026 PlanProvider.Pro