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Original filing (PDF)20251015134846NAL0006297328003
WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC.
Form 5500
FILING_RECEIVED
WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,547
Accounts w/ balance
553
Plan assets (EOY)
$34.8M
Net assets (EOY)
$34.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC..
Plan sponsor
Name
WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC.
EIN
58-1142126
Address
1851 TELFAIR STREET · DUBLIN, GA · 31021
Phone
(478) 275-3150
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NICHOLS, CAULEY & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD ADVISORS, INC. | — | NORCROSS, GA | BROKER/ADVISOR | $0 | — |
| OSAIC WEALTH INC. | — | JERSEY CITY, NJ | BROKER/ADVISOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, GA | INVESTMENT MGMT | $23K | — |
Investments
32 direct securities· $34.7M(100% of reported assets)
Uncategorized
$34.0M
31 holdings
Mutual Funds
$630K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Group Annuity Contract * Key Guaranteed Portfolio Fund Group Annuity Contract | — | — | — | $4.0M | 11.6% | |
| American Funds Fundamental Investment Fund Registered Investment Company | — | — | — | $4.0M | 11.5% | |
| Empower S&P 500 Index Fund Registered Investment Company | — | — | — | $2.9M | 8.2% | |
| Henssler Equity Fund Registered Investment Company | — | — | — | $2.8M | 8.0% | |
| American Funds Growth Fund of America Registered Investment Company | — | — | — | $2.3M | 6.7% | |
| SDB Charles Schwab Account Registered Investment Company | — | — | — | $2.3M | 6.5% | |
| American Funds EuroPacific Growth Fund Registered Investment Company | — | — | — | $2.1M | 5.9% | |
| American Century Strategic Aggressive Adv Fund Registered Investment Company | — | — | — | $1.8M | 5.3% | |
| Oakmark Equity & Income Investor Registered Investment Company | — | — | — | $1.5M | 4.3% | |
| American Century Strategic Conservative Adv Fund Registered Investment Company | — | — | — | $1.2M | 3.4% | |
| American Funds Washington Mutual Invest Fund Registered Investment Company | — | — | — | $1.1M | 3.3% | |
| OppenHeimer Global Fund Registered Investment Company | — | — | — | $949K | 2.7% | |
| Notes Receivable from Participants Fixed interest rates ranging from | — | — | — | $887K | 2.6% | |
| American Century Strategic Moderate Adv Fund Registered Investment Company | — | — | — | $829K | 2.4% | |
| PIMCO Total Return Administration Fund Registered Investment Company | — | — | — | $789K | 2.3% | |
| Empower S&P MidCap 400 Index Fund Registered Investment Company | — | — | — | $690K | 2.0% | |
| Alger Mid Cap Growth Institution Fund Registered Investment Company | Mutual Funds | — | — | $630K | 1.8% | |
| American Funds American Balanced Fund Registered Investment Company | — | — | — | $555K | 1.6% | |
| Ivy Science & Technology Registered Investment Company | — | — | — | $476K | 1.4% | |
| T. Rowe Price Retirement 2040 Fund Registered Investment Company | — | — | — | $470K | 1.4% | |
| Empower T. Rowe Price MidCap GR Fund Registered Investment Company | — | — | — | $404K | 1.2% | |
| T. Rowe Price Retirement 2030 Fund Registered Investment Company | — | — | — | $401K | 1.2% | |
| OppenHeimer Developing Markets Fund Registered Investment Company | — | — | — | $289K | 0.8% | |
| Blackrock US Government Bond Portfolio Fund Registered Investment Company | — | — | — | $266K | 0.8% | |
| PIMCO Real Return Administration Fund Registered Investment Company | — | — | — | $256K | 0.7% | |
| T. Rowe Price Retirement 2010 Fund Registered Investment Company | — | — | — | $238K | 0.7% | |
| Blackrock Health Sciences Opps Inv A Registered Investment Company | — | — | — | $157K | 0.5% | |
| Oak Ridge Small Cap Growth A Registered Investment Company | — | — | — | $154K | 0.4% | |
| OppenHeimer International Bond Fund Registered Investment Company | — | — | — | $138K | 0.4% | |
| T. Rowe Price Retirement 2050 Fund Registered Investment Company | — | — | — | $83K | 0.2% | |
| MFS Utilities Registered Investment Company | — | — | — | $58K | 0.2% | |
| T. Rowe Price Retirement 2020 Fund Registered Investment Company | — | — | — | $14K | <0.1% |