# Whitestone Home Furnishings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/whitestone-home-furnishings-llc-401k-plan

> Whitestone Home Furnishings, LLC's 401(k) plan: 338 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whitestone Home Furnishings, LLC

- **Sponsor EIN:** 320526953

- **Sponsor Address:** 19-02 WHITESTONE EXPRESSWAY, WHITESTONE, NY, 11357

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

- **Total Participants:** 338

- **Total Assets:** $10.3M

## 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|338|$10.3M|$509,900|$2.0M|

| 2023|284|$7.0M|$420,549|$1.6M|

| 2022|231|$4.2M|$343,599|$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|

| EMPOWER LIFE & ANNUITY INSURANCE CO|RECORD KEEPER|$40,185|—|$40,185|

| OLD SLIP INVESTMENT ADVISORS|INVESTMENT ADVISOR|$20,887|—|$20,887|

| THE BENEFIT PRACTICE|THIRD PARTY ADMIN|$15,562|$4,177|$19,739|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,811

- **Estimated Expense Ratio:** 0.782% 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|$58,608|$16,254|$42,354|—|—|

| 2023|$31,586|—|$31,586|—|—|

| 2022|$25,891|—|—|—|—|

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