Plan Ledger DOL Form 5500 · updated monthly

Horizon Home Care & Hospice, Inc.403(b)

HORIZON HOME CARE & HOSPICE, INC. 403(B) RETIREMENT PLAN · MILWAUKEE, WI · plan year 2025

Reported admin expense ratio · 2025
0.17%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Horizon Home Care & Hospice, Inc. reported $60,014 in plan administrative expenses for 2025: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,407 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.21% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 506th-largest of 1,936 plans among Wisconsin employers on file, and the 2,279th of 11,911 in health care & social assistance. In 2025, employees put in $2.08 for every $1.00 the employer contributed; active participation has shrunk from 662 to 382 since 2022.

Plan summary
Net assets, end of year$38,997,353
Participants with balances528
Active participants382
Employer contributions$919,431
Employee contributions$1,912,296
Employer contribution per active participant$2,407
Average account balance$73,859
Benefits paid to participants$1,966,054
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$39.0M · 528 accts · $919K emplr
2024$32.6M · 559 accts · $918K emplr
2023$27.9M · 575 accts · $949K emplr
2022$23.0M · 607 accts · $934K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$45,014
Investment management$15,000
Total administrative$60,014
Employer contributions to the Horizon Home Care & Hospice, Inc. plan · 2025
Employer contribution per active participant$2,407
Median for plans this size$2,666
2025$2,407 per active participant
2024$2,404 per active participant
2023$1,982 per active participant
2022$1,410 per active participant

Horizon Home Care & Hospice, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
LINCOLN NATIONAL CORPORATION · Contract administrator$45,014
KESTRA INVESTMENT SERVICES LLC · Consulting$15,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$60,014 · 0.17%
2024$57,037 · 0.19%
2023$52,776 · 0.21%
2022$52,295 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Richland Hospital, Inc. WI$39.3M · 0.34%
Totalmed Staffing, Inc. WI$37.3M · 0.58%
Tomah Memorial Hospital WI$35.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391171298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.