Retirement plan

HORN WRIGHT LLP 401(K) PLAN

Name: HORN WRIGHT LLP - HORN WRIGHT LLP 401(K) PLAN (2025) Form 5500
Creator: HORN WRIGHT LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HORN WRIGHT LLP 401(K) PLAN, HORN WRIGHT LLP

HORN WRIGHT LLPEIN 88-3629142Plan #001PY 2025

400 GARDEN PLAZA, SUITE 500 - GARDEN CITY, NY 11530516-355-9696

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

No prior year

Total participants

No prior year

Average account balance

$56,554

No prior year

Annual return

15.11%

No prior year

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$907K

$31278 / participant

Other / not subdivided$907K100.0%

% of EOY assets

25.459%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,554

$106,864-47.1%

$147,318-61.6%

$82,637-31.6%

Participation rate

100.0%

75.5%+24.5pp

82.1%+17.9pp

68.1%+31.9pp

Annual return

15.11%

27.49%-12.4pp

70.43%-55.3pp

53.51%-38.4pp

Employer contribution / active EE

$3,891

$3,417+13.9%

$4,593-15.3%

$2,552+52.5%

Participant deferral / active EE

$5,817

$6,496-10.5%

$7,906-26.4%

$4,126+41.0%

Admin fee / account holder

$14,398

$8,415+71.1%

$13,708+5.0%

$7,339+96.2%

HORN WRIGHT LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HORN WRIGHT LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion