Plan Snapshot
- Plan Sponsor: Ashley Furniture Industries, LLC
- Sponsor EIN: 391141201
- Sponsor Address: ONE ASHLEY WAY, ARCADIA, WI, 54612
- Plan Type: 401(k)
- Total Participants: 15,474
- Total Assets: $527.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 15,474 | $527.9M | $10.0M | $48.0M |
| 2023 | 16,163 | $489.7M | $11.0M | $47.9M |
| 2022 | 16,968 | $426.8M | $11.9M | $50.6M |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $1,188,794 | $290,666 | $898,128 | — | — |
| 2023 | $1,216,253 | $225,392 | $978,209 | — | — |
| 2022 | $1,293,664 | $227,387 | $1,066,277 | — | — |