Plan Snapshot
- Plan Sponsor: Living Spaces Furniture, LLC
- Sponsor EIN: 850486573
- Sponsor Address: 14501 ARTESIA BLVD, LA MIRADA, CA, 90638
- Plan Type: 401(k)
- Total Participants: 3,571
- Total Assets: $54.4M
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 | 3,571 | $54.4M | $1.9M | $7.5M |
| 2023 | 3,402 | $43.0M | $2.3M | $6.7M |
| 2022 | 3,109 | $30.6M | $1.8M | $5.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $245,905 | — | $245,905 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR / INVESTMENT MGMT | $117,402 | — | $117,402 |
| JLK ROSENBERGER LLP | AUDITOR | $15,400 | — | $15,400 |
| JLK ROSENBERGER, LLP | Auditor | $15,400 | — | $15,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $394,107
- Estimated Expense Ratio: 0.725% 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 | $378,707 | $117,402 | — | $15,400 | — |
| 2023 | $284,326 | $86,324 | — | $14,500 | — |
| 2022 | $249,276 | — | $249,276 | — | — |