Plan Snapshot
- Plan Sponsor: Sunbelt Furniture Xpress, INC.
- Sponsor EIN: 560858955
- Sponsor Address: 3255 20TH AVE SOUTH EAST, HICKORY, NC, 28602
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $5.4M
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 | 203 | $5.4M | $115,865 | $400,524 |
| 2023 | 223 | $4.7M | $108,830 | $373,078 |
| 2022 | 238 | $4.1M | $112,204 | $382,788 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $11,227 | — | — | — | — |
| 2023 | $5,611 | — | — | — | — |
| 2022 | $12,287 | — | — | — | — |