Original filing (PDF)20250916094220NAL0001838145001

HOM FURNITURE, INC.

Name: HOM FURNITURE, INC. — HOM FURNITURE, INC. PROFIT SHARING/ 401(K) PLAN, Form 5500 (2024)
Creator: HOM FURNITURE, INC.

Form 5500

FILING_RECEIVED

HOM FURNITURE, INC. PROFIT SHARING/ 401(K) PLAN

401(k) retirement plan

Signals · 3

55% employer stockCorrective distributions issuedNo recordkeeper disclosed

Active participants

676

Accounts w/ balance

845

Plan assets (EOY)

$71.0M

Net assets (EOY)

$71.0M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOM FURNITURE, INC..

Plan sponsor

Name

HOM FURNITURE, INC.

EIN

41-1411444

Address

10301 WOODCREST DR NW · MINNEAPOLIS, MN · 554336519

Phone

(763) 767-3631

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

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

Investments

33 direct securities· $70.9M(100% of reported assets)

Common Stock

$39.2M

15 holdings

Other securities

$27.2M

16 holdings

Cash / Money Market

$3.3M

1 holding

Bonds / Notes

$1.2M

1 holding

					% of plan
Capital Research & Management Co. American Funds Target Date Retirement 2025 R6 Fund	Common Stock	—	—	$7.8M	11.1%
Principal Global Investors SAM Conservative Growth Select Portfolio	Other securities	—	—	$6.5M	9.1%
Capital Research & Management Co. American Funds Target Date Retirement 2030 R6 Fund	Common Stock	—	—	$5.9M	8.3%
Capital Research & Management Co. American Funds Target Date Retirement 2045 R6 Fund	Common Stock	—	—	$4.2M	6.0%
Principal Global Investors SAM Balanced Select Portfolio	Other securities	—	—	$4.0M	5.6%
Capital Research & Management Co. American Funds Target Date Retirement 2040 R6 Fund	Common Stock	—	—	$3.3M	4.7%
Principal Global Investors Government Money Market R6 Fund	Cash / Money Market	—	—	$3.3M	4.6%
Principal Global Investors S&P LargeCap 500 Index Select Fund	Other securities	—	—	$3.3M	4.6%
Capital Research & Management Co. American Funds Target Date Retirement 2035 R6 Fund	Common Stock	—	—	$3.2M	4.5%
Capital Research & Management Co. American Funds Target Date Retirement 2065 R6 Fund 921 Capital Research & Management Co. American Funds Growth Fund of America R6 Fund	Common Stock	—	—	$3.0M	4.2%
Principal Global Investors SAM Strategic Growth Select Portfolio	Other securities	—	—	$3.0M	4.2%
Capital Research & Management Co. American Funds Target Date Retirement 2050 R6 Fund	Common Stock	—	—	$2.6M	3.7%
Capital Research & Management Co. American Funds Target Date Retirement 2055 R6 Fund	Common Stock	—	—	$2.6M	3.7%
Dreyfus BNY Mellon Dynamic Value Y Fund	Other securities	—	—	$2.6M	3.7%
Capital Research & Management Co. American Funds Target Date Retirement 2020 R6 Fund	Common Stock	—	—	$2.1M	3.0%
Capital Research & Management Co. American Funds Target Date Retirement 2060 R6 Fund	Common Stock	—	—	$1.5M	2.2%
Principal Global Investors S&P MidCap 400 Index Fund	Other securities	—	—	$1.5M	2.1%
Participant Loans Participant Loans, Interest Rates of 1.00% - 5.50% -	Bonds / Notes	—	—	$1.2M	1.7%
BlackRock Advisors BlackRock Mid-Cap Growth Equity Fund	Other securities	—	—	$1.2M	1.7%
Capital Research & Management Co. American Funds Target Date Retirement 2015 R6 Fund	Common Stock	—	—	$1.2M	1.7%
Principal Global Investors Core Plus Bond Institutional Fund	Other securities	—	—	$951K	1.3%
Principal Global Investors S&P SmallCap 600 Index Fund	Other securities	—	—	$921K	1.3%
Principal Global Investors Bond Market Index Fund	Other securities	—	—	$830K	1.2%
Capital Research & Management Co. American Funds New World R4 Fund	Common Stock	—	—	$735K	1.0%
BlackRock Advisors BlackRock Mid-Cap Value Institutional Fund	Other securities	—	—	$614K	0.9%
Principal Global Investors International Equity Index Fund	Other securities	—	—	$569K	0.8%
Principal Global Investors SAM Flexible Income Select Portfolio	Other securities	—	—	$527K	0.7%
Principal Global Investors SAM Conservative Balanced Select Portfolio	Other securities	—	—	$511K	0.7%
Capital Research & Management Co. American Funds Target Date Retirement 2065 R6 Fund	Common Stock	—	—	$436K	0.6%
Capital Research & Management Co. American Funds EuroPacific Growth R4 Fund	Common Stock	—	—	$312K	0.4%
Hartford Mutual Funds Hartford International Value R5 Fund	Other securities	—	—	$170K	0.2%
Principal Global Investors Real Estate Securities Select Fund	Other securities	—	—	$149K	0.2%
Capital Research & Management Co. American Funds Target Date Retirement 2010 R6 Fund	Common Stock	—	—	$114K	0.2%