Plan Snapshot
- Plan Sponsor: Serta Simmons Bedding, LLC
- Sponsor EIN: 010931874
- Sponsor Address: 2451 INDUSTRY AVENUE, DORAVILLE, GA, 30360
- Plan Type: 401(k)
- Plan Number: 510
- Total Participants: 2,817
- Total Assets: $0
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 | 2,817 | $0 | $0 | $0 |
| 2023 | 3,108 | $0 | $0 | $0 |
| 2022 | 3,224 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTHCARE | Investment Advisor | $1,676,513 | — | $1,676,513 |
| CATAPULT HEALTH PA | Other Service Provider | $219,925 | — | $219,925 |
| ALLIANT INSURANCE SERVICES INC | Other Service Provider | — | $151,747 | $151,747 |
| LIFE INS COMPANY OF NORTH AMERICA | Recordkeeper | $25,656 | — | $25,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE CROSS BLUE SHIELD HEALTHCARE — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,073,841
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 | — | — | — | — | — |
| 2022 | — | — | — | — | — |