# Kfi Furniture, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/kfi-furniture-llc-812819355-501

> Kfi Furniture, LLC's Health & Welfare plan: 29 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kfi Furniture, LLC

- **Sponsor EIN:** 812819355

- **Sponsor Address:** 1533 BANK STREET, LOUISVILLE, KY, 40203

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 29

- **Total Assets:** $142,591

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|29|$142,591|$269,822|$62,337|

| 2023|28|$143,693|$250,223|$58,561|

| 2022|32|$126,689|$226,073|$86,281|

## 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|

| ACS BENEFIT SERVICES, LLC|Other Service Provider|$16,631|—|$16,631|

| THE BENECON GROUP|Investment Advisor|$11,130|—|$11,130|

| STERLING G THOMPSON|Investment Advisor|$9,100|—|$9,100|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,861

- **Estimated Expense Ratio:** 25.851% of plan assets

### 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|$328,231|—|—|—|—|

| 2023|$299,552|—|—|—|—|

| 2022|$240,673|—|—|—|—|

## Similar Plans

- [Marsfam Enterprises INC.](https://planprovider.pro/companies/marsfam-enterprises-inc-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kfi-furniture-llc-812819355-501)

© 2026 PlanProvider.Pro