Horizontal Integration 401(k) match, vesting and fees
What Horizontal Integration's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Horizontal Integration: employer contribution per participant | — | |
| Peer median | $2,719 |
| Horizontal Integration: average balance | $31,126 | |
| Peer median | $85,424 |
| Horizontal Integration: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.8M at the end of plan year 2021 to $3.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 418 | $3.3M | — | — | 0.32% | Not published | 5500-SF ↗ |
| 2024 | 396 | $2.8M | $189 | $2 | 0.38% | Not published | 5500-SF ↗ |
| 2023 | 223 | $2.7M | $992 | $10 | 0.35% | Not published | 5500-SF ↗ |
| 2022 | 203 | $2M | — | — | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 169 | $1.8M | — | — | 0.15% | Not published | Form 5500 ↗ |
Other Horizontal Integration plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Horizontal Integration Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Ellingson & Ellingson, Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Horizontal Integration match 401(k) contributions?
The match terms for the Horizontal Integration Consultant Retirement Plan have not been published from its filing yet.
When is the Horizontal Integration 401(k) match vested?
The vesting schedule for the Horizontal Integration Consultant Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Horizontal Integration 401(k)?
The filing names Horizontal Integration, Inc. as plan administrator; it does not list a recordkeeper.
I left Horizontal Integration. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Horizontal Integration, Inc., (952) 465-4611). The Horizontal Integration old 401(k) page lists the contacts from every plan filing. Find an old Horizontal Integration 401(k)
Data from the public Form 5500 annual reports Horizontal Integration filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Horizontal Integration. Not financial advice. Report a correction · Methodology