Plan Ledger DOL Form 5500 · updated monthly

Horizon House403(b)

HORIZON HOUSE 403(B) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Horizon House reported $56,204 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,149 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 2 years on file its reported administrative ratio fell from 0.39% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 767th-largest of 1,714 plans among Washington employers on file, and the 4,096th of 11,911 in health care & social assistance. In 2024, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,247,181
Participants with balances193
Active participants198
Employer contributions$425,424
Employee contributions$1,018,237
Employer contribution per active participant$2,149
Average account balance$89,364
Benefits paid to participants$733,005
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 193 accts · $425K emplr
2023$14.7M · 237 accts · $415K emplr
2022$12.3M · 239 accts · $370K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,500
Investment management$23,704
Total administrative$56,204
Employer contributions to the Horizon House plan · 2024
Employer contribution per active participant$2,149
Median for plans this size$2,416
2024$2,149 per active participant
2023$2,152 per active participant
2022$1,960 per active participant

Horizon House's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Recordkeeping$32,500
HIGHLAND CAPITAL ADVISORS, LLC · Investment advisory (plan)$23,704

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$56,204 · 0.35%
2023$53,965 · 0.40%
2022$51,784 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Wesley Homes WA$19.6M · 0.34%
Othello Community Hospital WA$18.6M · 0.61%
Kindering Center WA$18.3M · 0.24%
Northwest Center WA$16.5M · 0.56%
United Way of King County WA$16.4M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 910725802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.