# Performance Horizon INC 401(k) Plan
Source: https://planprovider.pro/companies/performance-horizon-inc-401k-plan

> Performance Horizon INC's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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