# Walter E. Smithe Furniture, INC. 401(k) Plan
Source: https://planprovider.pro/companies/walter-e-smithe-furniture-inc-401k-plan

> Walter E. Smithe Furniture, INC.'s 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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