Plan Snapshot
- Plan Sponsor: Warehouse Home Furnishings Distributors, INC.
- Sponsor EIN: 581142126
- Sponsor Address: 1851 TELFAIR STREET, DUBLIN, GA, 31021
- Plan Type: 401(k)
- Total Participants: 1,547
- Total Assets: $34.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,547 | $34.8M | $446,185 | $1.5M |
| 2023 | 1,562 | $31.8M | $433,005 | $1.4M |
| 2022 | 1,416 | $31.3M | $450,961 | $1.4M |
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 |
|---|---|---|---|---|
| TRIAD ADVISORS, INC. | Investment Advisor | — | $31,403 | $31,403 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $22,799 | — | $22,799 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $16,035 | — | $16,035 |
| OSAIC WEALTH INC. | Investment Advisor | — | $10,940 | $10,940 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,177
- Estimated Expense Ratio: 0.233% 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 | $30,148 | $22,799 | — | — | — |
| 2023 | $28,073 | — | — | — | — |
| 2022 | $31,014 | — | — | — | — |