Plan Snapshot
- Plan Sponsor: Woodleys Fine Furniture, INC.
- Sponsor EIN: 841117381
- Sponsor Address: 320 SOUTH SUNSET, LONGMONT, CO, 80501
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $10.6M
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 | 202 | $10.6M | $243,904 | $773,604 |
| 2023 | 200 | $9.1M | $238,401 | $725,393 |
| 2022 | 189 | $7.2M | $246,894 | $714,655 |
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 |
|---|---|---|---|---|
| ATLAS CPAS & ADVISORS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATLAS CPAS & ADVISORS PLLC — Auditor
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 | $43,493 | — | $43,493 | — | — |
| 2023 | $34,150 | — | $34,150 | — | — |
| 2022 | $29,681 | — | $29,681 | — | — |