Plan Ledger DOL Form 5500 · updated monthly

Horizon House, Inc.403(b)

HORIZON HOUSE 403(B) RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Horizon House, Inc. reported $58,033 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $404 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 1 year on file its reported administrative ratio rose from 0.19% to 0.24%. 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 1,352nd-largest of 3,651 plans among Pennsylvania employers on file, and the 3,174th of 11,911 in health care & social assistance. In 2024, employees put in $5.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,771,412
Participants with balances1,014
Active participants865
Employer contributions$349,316
Employee contributions$1,855,924
Employer contribution per active participant$404
Average account balance$24,429
Benefits paid to participants$3,340,004
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA PC
Plan history3
Yearassets · accounts · employer contribution
2024$24.8M · 1,014 accts · $349K emplr
2023$23.1M · 1,071 accts · $339K emplr
2022$21.0M · 1,116 accts · $340K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,033
Total administrative$58,033
Employer contributions to the Horizon House, Inc. plan · 2024
Employer contribution per active participant$404
Median for plans this size$2,416
2024$404 per active participant
2023$373 per active participant
2022$375 per active participant

Horizon House, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$24,276
ONEDIGITAL INVESTMENT ADVISORS · Recordkeeping$21,331
COMMONWEALTH FINANCIAL NETWORK · Consultingindirect comp

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

Recordkeeper by year2
2024ONEDIGITAL INVESTMENT ADVISORS, OneAmerica
2023ONEDIGITAL INVESTMENT ADVISORS, OneAmerica

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

Administrative cost history3
2024$58,033 · 0.24%
2023$41,296 · 0.19%
2022Not separately reported
All plans at this employer2
HORIZON HOUSE 403(B) RETIREMENT PLAN403(b)
HORIZON HOUSE, INC. EMPLOYER RETIREMENT PLAN AND TRUSTProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Lifepath, Inc. PA$25.4M · 0.42%
Inglis Foundation PA$24.8M · 0.31%
The Mennonite Home PA$24.5M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231413304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.