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Original filing (PDF)20251014132135NAL0004053888001
HORNE LLP
Form 5500
FILING_RECEIVED
HORNE LLP PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,287
Accounts w/ balance
1,901
Plan assets (EOY)
$107.8M
Net assets (EOY)
$107.6M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 195% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORNE LLP.
Plan sponsor
Name
HORNE LLP
EIN
20-1941244
Address
661 SUNNYBROOK ROAD · SUITE 100 · RIDGELAND, MS · 39157
Phone
(601) 326-1000
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BORLAND BENEFIELD, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAM ADVISOR SERVICES, LLC | 20-8307105 | ST. LOUIS, MO | NONE | $175K | — |
| AMERICAN TRUST COMPANY | 62-0951563 | CORDOVA, TN | NONE | $142K | — |
Investments
31 direct securities· $106.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Vangaurd Total Stock Mkt Index | — | — | — | $21.2M | 19.7% | |
| Vanguard Developed Markets Index | — | — | — | $8.8M | 8.2% | |
| Vanguard InterTerm Treasure Index Fund | — | — | — | $8.2M | 7.6% | |
| Vanguard Target Retirement 2030 | — | — | — | $6.5M | 6.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $5.8M | 5.4% | |
| Vanguard Target Retirement 2045 | — | — | — | $4.9M | 4.6% | |
| Dimensional Fund Advisors DFA Int'l Small Cap Value | — | — | — | $4.8M | 4.5% | |
| Dimensional Fund Advisors DFA US Targeted Value Portfolio CL 1 | — | — | — | $4.8M | 4.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $4.7M | 4.3% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity 1 | — | — | — | $4.6M | 4.3% | |
| Vanguard Vangaurd Target Retirement 2050 | — | — | — | $4.5M | 4.2% | |
| Dimensional Fund Advisors DFA Short Term Extended Quality | — | — | — | $4.4M | 4.1% | |
| Vanguard 500 Index Admiral Shares | — | — | — | $4.4M | 4.1% | |
| Vanguard Short-Term Inflation-Protected | — | — | — | $3.6M | 3.3% | |
| Vanguard Federal Money Market Inves Shares | — | — | — | $3.1M | 2.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.7M | 2.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $2.1M | 2.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $2.0M | 1.9% | |
| Vanguard Target Retirement 2065 | — | — | — | $1.4M | 1.3% | |
| Dimensional Fund Advisors DFA US Large Cap Value III | — | — | — | $1.2M | 1.1% | |
| Vanguard Small Cap Index Admiral | — | — | — | $983K | 0.9% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities | — | — | — | $487K | 0.5% | |
| Vanguard Growth Index Admiral | — | — | — | $352K | 0.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $297K | 0.3% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $118K | 0.1% | |
| Vanguard Target Retirement Income | — | — | — | $101K | <0.1% | |
| Vanguard Mid Cap Growth Index Admiral | — | — | — | $58K | <0.1% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $38K | <0.1% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $33K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx | — | — | — | $26K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $12K | <0.1% |
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