Plan Ledger DOL Form 5500 · updated monthly

Woodleys Fine Furniture, Inc.401(k)

WOODLEY'S FINE FURNITURE, INC. RETIREMENT PLAN · LONGMONT, CO · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Woodleys Fine Furniture, Inc. reported $43,493 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,207 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 rose from 0.39% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Colorado (764th of 1,461), and the 2,532nd of 5,215 in retail trade. In 2024, employees put in $3.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,560,966
Participants with balances133
Active participants202
Employer contributions$243,904
Employee contributions$773,604
Employer contribution per active participant$1,207
Average account balance$79,406
Benefits paid to participants$793,693
Plan auditUnmodified (clean) audit opinion
AuditorATLAS CPAS & ADVISORS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 133 accts · $244K emplr
2023$9.1M · 131 accts · $238K emplr
2022$7.2M · 112 accts · $247K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,493
Total administrative$43,493
The Woodleys Fine Furniture, Inc. 401(k) match · 2024
Employer contribution per active participant$1,207
Median for plans this size$1,313
2024$1,207 per active participant
2023$1,192 per active participant
2022$1,306 per active participant

Woodleys Fine Furniture, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20241
EQUITABLE LIFE INSURANCE CO. · Recordkeeping · Loan processing$43,493

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

Recordkeeper by year2
2024EQUITABLE LIFE INSURANCE CO.
2023EQUITABLE LIFE INSURANCE CO.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$43,493 · 0.44%
2023$34,150 · 0.42%
2022$29,681 · 0.39%
Same employer
Similar plansRetail Trade · Colorado
O'Meara Ford Center, Inc. CO$12.6M · 0.13%
The Cigarette Store LLC CO$12.1M · 0.08%
Gevo, Inc. CO$11.7M · 0.44%
Markley Motors, Inc. CO$10.8M · 0.67%
Spark Fun Electronics Inc CO$10.3M · 0.12%
Pioneer Sand Company, Inc. CO$10.1M · 0.12%
Watermill Express LLC CO$9.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841117381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.