Team Horner Group 401(k) match, vesting and fees
What Team Horner Group'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 | John Hancock Life Insurance Co. USA | Schedule C ↗ |
| Independent auditor | Maloney + Novotny, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Team Horner Group: employer contribution per participant | $1,099 | |
| Peer median | $1,855 |
| Team Horner Group: average balance | $67,802 | |
| Peer median | $72,906 |
| Team Horner Group: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.22% |
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 $30.3M at the end of plan year 2021 to $36.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 643 | $36.8M | $597K | $1,099 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 630 | $32.4M | $512K | $987 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 661 | $26M | $328K | $610 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 603 | $30.3M | $486K | $1,032 | 0.44% | Not published | Form 5500 ↗ |
Other Team Horner Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Team Horner Employee Stock Ownership 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.
| Independent auditor | Maloney + Novotny LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Team Horner Group match 401(k) contributions?
The match terms for the Team Horner 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $597K in employer contributions, about $1,099 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Team Horner Group 401(k) match vested?
The vesting schedule for the Team Horner 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Team Horner Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Co. USA. The plan administrator is Team Horner Group, Inc..
I left Team Horner Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Team Horner Group, Inc., (954) 772-6966) or the recordkeeper, John Hancock Life Insurance Co. USA. The Team Horner Group old 401(k) page lists the contacts from every plan filing. Find an old Team Horner Group 401(k)
Data from the public Form 5500 annual reports Team Horner Group 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 Team Horner Group. Not financial advice. Report a correction · Methodology