Plan Snapshot
- Plan Sponsor: American Furniture Warehouse
- Sponsor EIN: 840581547
- Sponsor Address: 8820 AMERICAN WAY, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4,755
- Total Assets: $113.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 4,755 | $113.4M | $0 | $0 |
| 2024 | 3,255 | $96.0M | $2.0M | $9.8M |
| 2023 | 2,878 | $85.4M | $2.0M | $9.7M |
| 2022 | 3,000 | $69.8M | $2.0M | $9.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WIPFLI | Auditor | $77,910 | — | $77,910 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $74,231 | — | $74,231 |
| LPL FINANCIAL LLC | Other Service Provider | $37,500 | — | $37,500 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $21,509 | — | $21,509 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,150
- Estimated Expense Ratio: 0.186% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $12,053,514 | $21,509 | — | $77,910 | — |
| 2024 | $150,107 | $15,407 | $300 | $4,500 | — |
| 2023 | $176,370 | $7,876 | $300 | $13,500 | — |
| 2022 | $162,821 | $3,062 | — | — | — |