Plan Ledger DOL Form 5500 · updated monthly

Secure Horizons Retirement Plan LLC401(k)

SECURE HORIZONS 401(K) PLAN · LAKE MARY, FL · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Secure Horizons Retirement Plan LLC reported $612,267 in plan administrative expenses for 2024: 0.44% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,418 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 250th-largest of 3,644 plans among Florida employers on file, and the 130th of 3,341 in other services. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$139,013,374
Participants with balances1,953
Active participants2,753
Employer contributions$3,903,783
Employee contributions$9,242,327
Employer contribution per active participant$1,418
Average account balance$71,179
Benefits paid to participants$11,630,124
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$595,083
Audit (IQPA)$17,184
Total administrative$612,267
The Secure Horizons Retirement Plan LLC 401(k) match · 2024
Employer contribution per active participant$1,418
Median for plans this size$3,635

Secure Horizons Retirement Plan LLC's 2024 employer contribution ran below the $3,635 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 · 20248
PENTEGRA SERVICES INC · Contract administrator$159,112
EMPOWER ADVISORTY GROUP LLC · Investment management$78,292
MEMBERS BENEFIT CORP · Trustee (directed)$17,512
CREATIVE PLANNING LLC · Investment advisory (plan)$16,634
TEMPLETON & COMPANY LLP · Accounting / audit$9,195
ROSEBAUM, ARY · Trustee (directed)$5,421
GWN SECURITIES, INCindirect comp

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

Administrative cost history1
2024$612,267 · 0.44%
Similar plansOther Services · Florida
Arthrex, Inc. FL$540.1M · 0.05%
Pga Tour, Inc FL$290.7M · 0.06%
Members Benefits Corp FL$132.3M · 0.46%
Florida Southern College FL$88.6M · 0.16%
Kelly Tractor Co. FL$69.3M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 933836168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.