# Secure Horizons Retirement Plan LLC 401(k) Plan
Source: https://planprovider.pro/companies/secure-horizons-retirement-plan-llc-401k-plan

> Secure Horizons Retirement Plan LLC's 401(k) plan: 2,753 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

## Similar Plans

- [Pga Tour, INC](https://planprovider.pro/companies/pga-tour-inc-401k-plan) — 2,909 participants

- [Members Benefit Corp.](https://planprovider.pro/companies/members-benefit-corp-401k-plan) — 3,005 participants

- [Choice Employer Solutions, INC.](https://planprovider.pro/companies/choice-employer-solutions-inc-401k-plan) — 3,874 participants

- [Goodwill Industries-Manasota, INC.](https://planprovider.pro/companies/goodwill-industries-manasota-inc-401k-plan) — 1,500 participants

- [Pga Tour, INC.](https://planprovider.pro/companies/pga-tour-inc-plan-001) — 1,126 participants

- [Goodwill Industries Of Southwest Florida](https://planprovider.pro/companies/goodwill-southwest-florida-plan) — 1,105 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/secure-horizons-retirement-plan-llc-401k-plan)

© 2026 PlanProvider.Pro