2023 Form 5500 filing — Ashley Furniture Homestore 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008103717NAL0009553891001) for Ashley Furniture Homestore 401(K) Plan, reported by Dufresne Spencer Group Holdings, LLC under EIN 06-1668247 and plan number 001. It reports 4,239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008103717NAL0009553891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dufresne Spencer Group Holdings, LLC
- EIN
- 06-1668247
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 4,239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,234,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,234,615
- Employer contributions
- $1,731,606
- Participant contributions
- $3,703,340
- Total income / additions
- $9,390,916
- Benefits paid
- $3,362,964
- Administrative expenses
- $253,585
- Total expenses
- $3,723,107
- Net increase / (decrease)
- $5,667,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $253,585 | $0 |
| Baron Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Allspring Special Mid-Cap Val R | NONE | $0 | $0 |
| Met West Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Hartford Mutual Funds | NONE | $0 | $0 |
| Cohen & Steers Funds | NONE | $0 | $0 |
| American Century | NONE | $0 | $0 |
| Brandywine Global - Hy Is | NONE | $0 | $0 |