What public Form 5500 filings show about the Dufresne Spencer Group Holdings, LLC 401(k) plan — and how to find and check your own account.
Dufresne Spencer Group Holdings, LLC (EIN 06-1668247) reports ASHLEY FURNITURE HOMESTORE 401(K) PLAN on its most recent Form 5500, with $28.8M in plan assets across 573 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Dufresne Spencer Group Holdings, LLC filing — schedules, fees, and providers.
Dufresne Spencer Group Holdings, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Dufresne Spencer Group Holdings, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY, BRANDYWINE GLOBAL - HY IS, AMERICAN FUNDS, ALLSPRING SPECIAL MID-CAP VAL R, COHEN & STEERS FUNDS, T ROWE PRICE RPS.
