Plan Snapshot
- Plan Sponsor: Haverty Furniture Companies, INC.
- Sponsor EIN: 580281900
- Sponsor Address: 780 JOHNSON FERRY ROAD, ATLANTA, GA, 30342
- Plan Type: 401(k)
- Total Participants: 2,115
- Total Assets: $194.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,115 | $194.1M | $5.3M | $10.4M |
| 2023 | 2,356 | $182.0M | $6.0M | $11.7M |
| 2022 | 2,507 | $156.6M | $6.6M | $12.6M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON LLC | 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 | $208,259 | $28,502 | — | — | — |
| 2023 | $222,880 | $24,271 | — | — | — |
| 2022 | $213,005 | $8,126 | — | — | — |