AUMdb

Haverty Furniture Companies, Inc. Thrift Plan

Sponsored by Haverty Furniture Companies, Inc. · EIN 580281900 · Plan #003

Total assets
$194M
Net assets
$194M
Active participants
2,115
With balances
2,955

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Weaver Capital Management, Llc CRD 135037 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $210,580
Weaver Capital Management Llc Investment advisory (participants), Direct payment from the plan $10,714
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $615