# Wesley Hall Furniture, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wesley-hall-furniture-inc-401k-plan

> Wesley Hall Furniture, INC.'s 401(k) plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wesley Hall Furniture, INC.

- **Sponsor EIN:** 561642631

- **Sponsor Address:** P.O. BOX 9, HICKORY, NC, 28603

- **Plan Type:** 401(k)

- **Total Participants:** 253

- **Total Assets:** $10.8M

## 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|253|$10.8M|$193,493|$566,626|

| 2023|256|$9.3M|$179,449|$507,198|

| 2022|245|$8.4M|$163,209|$465,101|

## 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|

| SMITH LEONARD PLLC|Auditor|$36,679|—|$36,679|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SMITH LEONARD PLLC](https://planprovider.pro/provider/smith-leonard-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,679

- **Estimated Expense Ratio:** 0.339% 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|$43,031|—|—|$36,679|—|

| 2023|$38,263|—|—|—|—|

| 2022|$36,928|—|—|—|$36,928|

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