Plan Snapshot
- Plan Sponsor: The Horton Group, INC.
- Sponsor EIN: 363672171
- Sponsor Address: 10320 ORLAND PARKWAY, ORLAND, IL, 60467
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 0 | $0 | $772,494 | $2.7M |
| 2023 | 381 | $48.2M | $1.0M | $3.8M |
| 2022 | 368 | $39.2M | $992,445 | $3.5M |
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 |
|---|---|---|---|---|
| CERITY PARTNERS | ADVISOR | $272,514 | — | $272,514 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $98,180 | — | $98,180 |
| NEWPORT TRUST COMPANY | TRUSTEE | $23,936 | — | $23,936 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $394,630
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 | $156,320 | $19,865 | — | — | — |
| 2023 | $197,315 | $136,257 | $39,714 | — | — |
| 2022 | $189,545 | $134,234 | $44,050 | — | $11,261 |