Ashley Furniture Homestore 401(K) Plan — Form 5500 plan (Dufresne Spencer Group Holdings, LLC)
Plain-English plan 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, Ashley Furniture Homestore 401(K) Plan is a benefit plan reported by Dufresne Spencer Group Holdings, LLC under EIN 06-1668247 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,239 participants and $23,234,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dufresne Spencer Group Holdings, LLC
- EIN
- 06-1668247
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 4,239
- End-of-year plan assets
- $23,234,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,239 | H, C | 20241008103717NAL0009553891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,234,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,234,615
- Net assets (BOY)
- $17,566,806
Income & contributions
- Employer contributions
- $1,731,606
- Participant contributions
- $3,703,340
- Total contributions
- $6,026,923
- Total income / additions
- $9,390,916
Expenses & distributions
- Benefits paid
- $3,362,964
- Administrative expenses
- $253,585
- Total expenses
- $3,723,107
- Net increase / (decrease)
- $5,667,809
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $253,585 | $0 | 2023 |
| Baron Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Allspring Special Mid-Cap Val R | NONE | $0 | $0 | 2023 |
| Met West Funds | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Hartford Mutual Funds | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
| American Century | NONE | $0 | $0 | 2023 |
| Brandywine Global - Hy Is | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dufresne Spencer Group Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Baron Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Allspring Special Mid-Cap Val R — Schedule C compensation
- Met West Funds — Schedule C compensation
- Invesco — Schedule C compensation
- Fidelity — Schedule C compensation
- Hartford Mutual Funds — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- American Century — Schedule C compensation
- Brandywine Global - Hy Is — Schedule C compensation