Horne 401(k) match, vesting and fees
What Horne'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.
| Recordkeeper | American Trust Company | Schedule C ↗ |
| Independent auditor | Borland Benefield, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Horne: employer contribution per participant | $2,430 | |
| Peer median | $2,556 |
| Horne: average balance | $56,619 | |
| Peer median | $100,166 |
| Horne: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.11% |
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 $81.8M at the end of plan year 2021 to $108M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,933 | $108M | $4.6M | $2,430 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 2,304 | $103M | $6.5M | $2,857 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 2,647 | $81.4M | $6.3M | $2,445 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 2,646 | $81.8M | $4.6M | $2,100 | 0.36% | Not published | Form 5500 ↗ |
Other Horne plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Horne LLP Puerto Rico Employees Profit Sharing 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 | Benefit Plans Admin Services, Inc. | Schedule C ↗ |
| Independent auditor | Up Cpa Group, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Horne match 401(k) contributions?
The match terms for the Horne LLP Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $4.6M in employer contributions, about $2,430 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Horne 401(k) match vested?
The vesting schedule for the Horne LLP Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Horne 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American Trust Company. The plan administrator is Horne LLP.
I left Horne. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Horne LLP, (601) 326-1000) or the recordkeeper, American Trust Company. The Horne old 401(k) page lists the contacts from every plan filing. Find an old Horne 401(k)
Data from the public Form 5500 annual reports Horne filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Horne. Not financial advice. Report a correction · Methodology