Plan Ledger DOL Form 5500 · updated monthly

Horizon Realty Advisors LLC401(k)

HORIZON REALTY ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST · SEATTLE, WA · plan year 2022

Reported admin expense ratio · 2022
1.16%

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

Horizon Realty Advisors LLC reported $64,803 in plan administrative expenses for 2022: 1.16% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,660 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 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Washington (1,323rd of 1,714), and 9,664th of 11,654 in professional & technical services. In 2022, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,354,607
Participants with balances281
Active participants226
Employer contributions$375,207
Employee contributions$651,926
Employer contribution per active participant$1,660
Average account balance$19,056
Benefits paid to participants$398,891
Plan auditUnmodified (clean) audit opinion
AuditorNEWMAN TOWN, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $105K emplr
2022$5.4M · 281 accts · $375K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$53,114
Investment management$11,689
Total administrative$64,803
The Horizon Realty Advisors LLC 401(k) match · 2022
Employer contribution per active participant$1,660
Median for plans this size$1,114

Horizon Realty Advisors LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$64,803 · 1.16%
Same employer
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Tradewind Services LLC WA$5.7M · 0.03%
Id Metrics Group, Inc. WA$5.6M · 0.04%
Prowess Consulting LLC WA$5.5M · 0.66%
Print Nw, LLC WA$5.4M · 1.18%
AG Consulting Partners WA$5.3M · 0.50%
Levelten Energy WA$5.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912092900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.