Plan Snapshot
- Plan Sponsor: Team Horner Group, INC.
- Sponsor EIN: 810710190
- Sponsor Address: 5755 POWERLINE ROAD, FT. LAUDERDALE, FL, 33309
- Plan Type: 401(k)
- Total Participants: 472
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 472 | $36.9M | $596,923 | $1.8M |
| 2023 | 481 | $32.4M | $512,378 | $1.9M |
| 2022 | 524 | $26.0M | $327,702 | $1.9M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. USA | RECORDKEEPER | $71,468 | — | $71,468 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $48,362 | — | $48,362 |
| MALONEY + NOVOTNY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO. USA — RECORDKEEPER
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISOR
- MALONEY + NOVOTNY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,830
- Estimated Expense Ratio: 0.325% 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 | $129,095 | $48,362 | $80,733 | — | — |
| 2023 | $122,965 | $48,787 | $74,178 | — | — |
| 2022 | $114,127 | $47,031 | $61,021 | — | — |