Plan Snapshot
- Plan Sponsor: Performance Horizon INC
- Sponsor EIN: 274194494
- Sponsor Address: 900 RUTTER AVENUE, BOX 22, FORTY FORT, PA, 18704
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $15.4M
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. |
|---|---|---|---|---|
| 2024 | 148 | $15.4M | $451,817 | $929,885 |
| 2023 | 154 | $12.8M | $449,648 | $906,806 |
| 2022 | 159 | $11.3M | $520,367 | $949,612 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | RECORDKEEPER | $40,405 | — | $40,405 |
| KATHMERE CAPITAL MGMT LLC | INVESTMENT ADVISOR | $27,519 | — | $27,519 |
| DYATECH | CONTRACT ADMIN | $950 | $6,612 | $7,562 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,486
- Estimated Expense Ratio: 0.489% 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 | $66,739 | — | — | — | — |
| 2023 | $58,265 | — | $58,265 | — | — |
| 2022 | $45,282 | — | — | — | $45,282 |