Plan Snapshot
- Plan Sponsor: Walter E. Smithe Furniture, INC.
- Sponsor EIN: 363195096
- Sponsor Address: 1251 W THORNDALE AVE, ITASCA, IL, 601431149
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $14.2M
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 | 222 | $14.2M | $0 | $654,631 |
| 2023 | 213 | $13.1M | $0 | $700,652 |
| 2022 | 229 | $11.8M | $0 | $761,754 |
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 |
|---|---|---|---|---|
| R.J. AUGUSTINE & ASSOCIATES, LTD. | Auditor | — | — | $0 |
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 | $4,302 | — | $4,302 | — | — |
| 2023 | $10,974 | — | $10,974 | — | — |
| 2022 | $8,576 | — | $8,576 | — | — |