Plan Snapshot
- Plan Sponsor: Carol House Furniture, INC.
- Sponsor EIN: 430957922
- Sponsor Address: 2332 MILLPARK DRIVE, MARYLAND HEIGHTS, MO, 63043
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 101 | $14.8M | $237,646 | $336,317 |
| 2023 | 111 | $14.1M | $269,103 | $381,520 |
| 2022 | 125 | $12.8M | $297,668 | $432,175 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — 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 | $58,215 | $42,406 | $4,180 | — | — |
| 2023 | $57,186 | $39,442 | $3,654 | — | — |
| 2022 | $63,987 | $40,387 | $23,600 | — | — |