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Original filing (PDF)20251117085952NAL0002324336002
WAREHOUSE HOME FURNISHINGS DISTRIBUTORS INC
Form 5500
FILING_RECEIVED
WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding100% employer stock
Active participants
1,415
Accounts w/ balance
2,926
Plan assets (EOY)
$681.1M
Net assets (EOY)
$564.8M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
50
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Investment in Sponsor Company Common Stock * Warehouse Home Furnishings Distributors, Inc. Common Stock" is 100% of plan.
- 100% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (0 bps vs 6 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
002
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-17
Pension benefit codes
2H · Partial participant-directed accounts
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
NICHOLS, CAULEY & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Investments
11 direct securities· $681.1M(100% of reported assets)
Uncategorized
$681.1M
10 holdings
Mutual Funds
$18K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment in Sponsor Company Common Stock * Warehouse Home Furnishings Distributors, Inc. Common Stock | — | — | $182.9M | $680.0M | 99.8% | |
| Cash Morris Bank Demand Deposit Account | — | — | $283K | $283K | <0.1% | |
| T Rowe Price 2040 R Registered Investment Company | — | — | $129K | $158K | <0.1% | |
| T Rowe Price 2035 R Registered Investment Company | — | — | $112K | $131K | <0.1% | |
| T Rowe Price 2025 R Registered Investment Company | — | — | $128K | $131K | <0.1% | |
| T Rowe Price 2020 R Registered Investment Company | — | — | $125K | $114K | <0.1% | |
| T Rowe Price 2055 R Registered Investment Company | — | — | $58K | $77K | <0.1% | |
| T Rowe Price 2045 R Registered Investment Company | — | — | $53K | $70K | <0.1% | |
| T Rowe Price 2050 R Registered Investment Company | — | — | $48K | $64K | <0.1% | |
| T Rowe Price 2015 R Registered Investment Company | Mutual Funds | — | $20K | $18K | <0.1% | |
| T Rowe Price 2030 R Registered Investment Company | — | — | $12K | $12K | <0.1% |