# The Horton Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-horton-group-inc-401k-plan

> The Horton Group, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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