Plan Snapshot
- Plan Sponsor: Secure Horizons Retirement Plan LLC
- Sponsor EIN: 933836168
- Sponsor Address: 1525 INTERNATIONAL PARKWAY, LAKE MARY, FL, 32746
- Plan Type: 401(k)
- Total Participants: 2,753
- Total Assets: $139.0M
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 | 2,753 | $139.0M | $3.9M | $9.2M |
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 INSURANCE COMPANY | RECORDKEEPER | $165,067 | — | $165,067 |
| PENTEGRA SERVICES INC | CONTRACT ADMIN | $159,112 | — | $159,112 |
| EMPOWER ADVISORTY GROUP LLC | INVESMENT MGMT | $78,292 | — | $78,292 |
| GWN SECURITIES, INC | BROKER/ ADVISOR | — | $32,238 | $32,238 |
| MEMBERS BENEFIT CORP | TRUSTEE | $17,512 | — | $17,512 |
| TEMPLETON & COMPANY | Auditor | $17,184 | — | $17,184 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $16,634 | — | $16,634 |
| TEMPLETON & COMPANY LLP | AUDITOR | $9,195 | — | $9,195 |
| ROSEBAUM, ARY | TRUSTEE | $5,421 | — | $5,421 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $500,655
- Estimated Expense Ratio: 0.360% 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 | $612,267 | — | $157,690 | $17,184 | — |