# Bernhardt Furniture Company 401(k) Plan
Source: https://planprovider.pro/companies/bernhardt-furniture-company-401k-plan

> Bernhardt Furniture Company's 401(k) plan: 1,105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bernhardt Furniture Company

- **Sponsor EIN:** 560671544

- **Sponsor Address:** 1839 MORGANTON BOULEVARD, LENOIR, NC, 286450740

- **Plan Type:** 401(k)

- **Total Participants:** 1,105

- **Total Assets:** $57.7M

## 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.|

| 2024|1,105|$57.7M|$699,680|$3.9M|

| 2023|1,130|$52.6M|$677,123|$3.9M|

| 2022|1,189|$45.9M|$653,042|$3.8M|

## 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|

| DAVIDSON,HOLLAND,WHITESELL&CO|Auditor|—|—|$0|

## 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|$157,506|$56,020|—|—|—|

| 2023|$124,351|$48,847|—|—|—|

| 2022|$85,754|$50,133|—|—|—|

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