Plan Ledger DOL Form 5500 · updated monthly

Horizon Management & Consulting Group, LLC401(k)

HORIZON MANAGEMENT & CONSULTING GROUP, LLC 401(K) PLAN · YUBA CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Horizon Management & Consulting Group, LLC reported $2,909 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,078 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (8,684th of 9,483), and 11,164th of 11,654 in professional & technical services. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,252,351
Participants with balances551
Active participants488
Employer contributions$526,030
Employee contributions$716,775
Employer contribution per active participant$1,078
Average account balance$2,273
Benefits paid to participants$38,356
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$2,909
Total administrative$2,909
The Horizon Management & Consulting Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,078
Median for plans this size$1,313

Horizon Management & Consulting Group, LLC's 2024 employer contribution ran below the $1,313 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.

Administrative cost history1
2024$2,909 · 0.23%
Similar plansProfessional & Technical Services · California
Hi Pro, Inc. CA$1.3M · 1.99%
Play Versus Inc. CA$1.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830551808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.