Original filing (PDF)20251009085218NAL0003756035001

BOB'S DISCOUNT FURNITURE LLC

Name: BOB'S DISCOUNT FURNITURE LLC — BOB'S DISCOUNT FURNITURE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOB'S DISCOUNT FURNITURE LLC

Form 5500

FILING_RECEIVED

BOB'S DISCOUNT FURNITURE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

6,781

Accounts w/ balance

6,078

Plan assets (EOY)

$227.8M

Net assets (EOY)

$227.8M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOB'S DISCOUNT FURNITURE LLC.

Plan sponsor

Name

BOB'S DISCOUNT FURNITURE LLC

EIN

20-2149352

Address

428 TOLLAND TURNPIKE · MANCHESTER, CT · 06040

Phone

(860) 645-3200

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$144K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMASECURITIESLLC	22-3570392	—	INVESTMENT ADVISOR	$74K	—
STRATEGIC ADVISORS, INC.

Investments

2 pooled funds· $4.2M(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
PIMCO STABLE INC II SEI TRUST COMPANY · EIN 45-4367155 / PN 036	Common Collective Trust	$4.2M	1.8%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	$0	<0.1%