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Original filing (PDF)20250916162129NAL0001401203001
PERFORMANCE HORIZON INC
Form 5500
FILING_RECEIVED
PERFORMANCE HORIZON, INC. 401(K) PLAN
401(k) retirement plan
Active participants
148
Accounts w/ balance
249
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFORMANCE HORIZON INC.
Plan sponsor
Name
PERFORMANCE HORIZON INC
EIN
27-4194494
Address
900 RUTTER AVENUE, BOX 22 · FORTY FORT, PA · 18704
Phone
(877) 796-5700
Industry
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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHMERE CAPITAL MGMT LLC | — | WAYNE, PA | INVESTMENT ADVISOR | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYATECH | 64-0936231 | RIDGELAND, MS | CONTRACT ADMIN | $950 | — |
Investments
47 direct securities · 1 pooled fund· $30.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$30.6M
46 holdings
Mutual Funds
$55K
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 1VBIAX | — | — | — | $4.1M | 26.3% | |
| Vanguard Balanced Index Admiral N/R | — | — | — | $4.1M | 26.3% | |
| 1VFIAX | — | — | — | $3.5M | 22.7% | |
| Vanguard 500 Index Admiral N/R | — | — | — | $3.5M | 22.7% | |
| Vanguard Target Retirement 2055 Investor N/R | — | — | — | $995K | 6.4% | |
| 1VFFVX | — | — | — | $995K | 6.4% | |
| Vanguard Total International Bond Index N/R 978 Admiral Vanguard Total International Stock Index N/R | — | — | — | $974K | 6.3% | |
| 1VTIAX | — | — | — | $973K | 6.3% | |
| 1VBTLX | — | — | — | $935K | 6.1% | |
| Vanguard Total Bond Market Index Admiral N/R | — | — | — | $935K | 6.1% | |
| 1VIMAX | — | — | — | $839K | 5.4% | |
| Vanguard Mid-Cap Index Fund - Admiral N/R | — | — | — | $839K | 5.4% | |
| 1VFIFX | — | — | — | $761K | 4.9% | |
| Vanguard Target Retirement 2050 Investor N/R | — | — | — | $761K | 4.9% | |
| Vanguard Small-Cap Index Admiral N/R | — | — | — | $680K | 4.4% | |
| 1VSMAX | — | — | — | $680K | 4.4% | |
| JP Morgan JP Morgan Large-Cap Growth R6 N/R | — | — | — | $508K | 3.3% | |
| 1JLGMX | — | — | — | $508K | 3.3% | |
| 1VFORX | — | — | — | $428K | 2.8% | |
| Vanguard Target Retirement 2040 Investor N/R | — | — | — | $428K | 2.8% | |
| 1VTIVX | — | — | — | $344K | 2.2% | |
| Vanguard Target Retirement 2045 Investor N/R | — | — | — | $344K | 2.2% | |
| Vanguard Target Retirement 2035 Investor N/R | — | — | — | $296K | 1.9% | |
| 1VTTHX | — | — | — | $296K | 1.9% | |
| Vanguard Target Retirement 2060 Investor N/R | — | — | — | $273K | 1.8% | |
| 1VTTSX | — | — | — | $273K | 1.8% | |
| 1VVIAX | — | — | — | $248K | 1.6% | |
| Vanguard Value Index Admiral N/R | — | — | — | $248K | 1.6% | |
| Fully Benefit-Responsive Investment Contract * Empower MassMutual Guaranteed Interest Account N/R | — | — | — | $142K | 0.9% | |
| 1MGPJA1 | — | — | — | $141K | 0.9% | |
| 1RSERX | — | — | — | $114K | 0.7% | |
| Victory Capital Victory Sophus Emerging Markets R6 N/R | — | — | — | $114K | 0.7% | |
| Participant Loans Interest rates: 6.50% - 9.25% $0 | — | — | — | $76K | 0.5% | |
| American Funds American Funds Europacific Growth R6 N/R | Mutual Funds | — | — | $55K | 0.4% | |
| 1RERGX | — | — | — | $55K | 0.4% | |
| 1VAIPX | — | — | — | $51K | 0.3% | |
| Vanguard Inflation-Protected Secs Admiral N/R | — | — | — | $51K | 0.3% | |
| 1VIGAX | — | — | — | $45K | 0.3% | |
| Vanguard Growth Index Admiral N/R | — | — | — | $45K | 0.3% | |
| Vanguard Target Retirement 2030 Investor N/R | — | — | — | $29K | 0.2% | |
| 1VTHRX | — | — | — | $29K | 0.2% | |
| Admiral Vanguard Total Stock Market Index Admiral N/R | — | — | — | $11K | <0.1% | |
| 1VTSAX | — | — | — | $11K | <0.1% | |
| Dodge & Cox Dodge & Cox Stock Fund Class I N/R | — | — | — | $6K | <0.1% | |
| 1DODGX | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 Investor N/R | — | — | — | $5K | <0.1% | |
| 1VLXVX | — | — | — | $5K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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