Plan Ledger DOL Form 5500 · updated monthly

The Horton Group, Inc.401(k)

THE HORTON GROUP, INC. RETIREMENT SAVINGS PLAN · ORLAND, IL · plan year 2023

Reported admin expense ratio · 2023
0.45%

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

The Horton Group, Inc. reported $197,315 in plan administrative expenses for 2023: 0.45% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,657 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 has held roughly steady near 0.451%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is the 945th-largest of 3,702 plans among Illinois employers on file, and the 1,723rd of 4,798 in finance & insurance. In 2023, employees put in $3.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,182,146
Participants with balances428
Active participants381
Employer contributions$1,012,137
Employee contributions$3,815,036
Employer contribution per active participant$2,657
Average account balance$112,575
Benefits paid to participants$3,031,711
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $772K emplr
2023$48.2M · 428 accts · $1.0M emplr
2022$39.2M · 423 accts · $992K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$49,090
Investment management$136,257
Total administrative$197,315
The The Horton Group, Inc. 401(k) match · 2023
Employer contribution per active participant$2,657
Median for plans this size$2,440
2023$2,657 per active participant
2022$2,697 per active participant

The Horton Group, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$49,090
CERITY PARTNERS · Investment management$136,257
NEWPORT TRUST COMPANY · Claims processing · Custodial (securities)$11,968

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

Administrative cost history3
2024Not separately reported
2023$197,315 · 0.45%
2022$189,545 · 0.45%
Same employer
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Gohealth Holdings, LLC IL$49.3M · 0.48%
The Federal Savings Bank IL$48.8M · 0.46%
Xr Trading LLC IL$48.6M · 0.34%
Gelber Group, LLC IL$47.8M · 0.18%
Choreo, LLC IL$45.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363672171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.