Plan Ledger DOL Form 5500 · updated monthly

American Furniture Warehouse401(k)

AMERICAN FURNITURE WAREHOUSE 401(K) PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

American Furniture Warehouse reported $150,107 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $621 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.22% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 134th-largest of 1,461 plans among Colorado employers on file, and the 389th of 5,215 in retail trade. In 2024, employees put in $4.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$96,046,594
Participants with balances4,077
Active participants3,255
Employer contributions$2,021,587
Employee contributions$9,751,084
Employer contribution per active participant$621
Average account balance$23,558
Benefits paid to participants$12,952,714
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$96.0M · 4,077 accts · $2.0M emplr
2023$85.4M · 4,137 accts · $2.0M emplr
2022$69.8M · 4,338 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,700
Investment management$15,407
Audit (IQPA)$4,500
Total administrative$150,107
The American Furniture Warehouse 401(k) match · 2024
Employer contribution per active participant$621
Median for plans this size$3,635
2024$621 per active participant
2023$701 per active participant
2022$670 per active participant

American Furniture Warehouse's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$92,700
LPL FINANCIAL LLC · Consulting$37,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,407

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$150,107 · 0.17%
2023$176,370 · 0.23%
2022$162,821 · 0.22%
Same employer
Similar plansRetail Trade · Colorado
Nutrien US LLC CO$2.0B · 0.09%
Alpine Lumber Company CO$624.9M · 0.00%
Crocs, Inc. CO$105.3M · 0.17%
Trans-West, Inc. CO$91.7M · 0.25%
Phil Long Dealerships, Inc. CO$64.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840581547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.