Plan Snapshot
- Plan Sponsor: Serta Simmons Bedding, LLC
- Sponsor EIN: 010931874
- Sponsor Address: 2451 INDUSTRY AVENUE, DORAVILLE, GA, 30360
- Plan Type: 401(k)
- Total Participants: 2,704
- Total Assets: $275.5M
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 | 2,704 | $275.5M | $7.9M | $13.2M |
| 2023 | 2,884 | $265.9M | $8.4M | $14.4M |
| 2022 | 3,126 | $249.1M | $8.5M | $14.2M |
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 | $26,500 | — | $26,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,500
- Estimated Expense Ratio: 0.010% 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 | $358,767 | $80,372 | — | $26,500 | — |
| 2023 | $409,797 | $100,465 | — | $26,000 | — |
| 2022 | $473,269 | — | — | — | — |