Plan Snapshot
- Plan Sponsor: Hillsdale Furniture LLC
- Sponsor EIN: 200235285
- Sponsor Address: 5111 COMMERCE CROSSINGS DR., LOUISVILLE, KY, 402292192
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 102 | $7.0M | $162,454 | $257,037 |
| 2023 | 133 | $7.9M | $376,955 | $561,244 |
| 2022 | 142 | $10.1M | $292,787 | $385,792 |
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 |
|---|---|---|---|---|
| SELLECK ACCOUNTING & FINANCE PLLC | 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 | — | — | — | — | — |
| 2023 | $178 | — | — | — | — |
| 2022 | $2,501 | — | $2,501 | — | — |