Ashley Furniture Homestore 401(k) Plan
Sponsored by Dufresne Spencer Group Holdings, Llc · EIN 061668247 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 573
- With balances
- 171
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $221,417 |
| Baron Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Allspring Special Mid Cap Val R | Investment management, Shareholder servicing fees | $0 |
| Met West Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Hartford Mutual Funds | Investment management, Shareholder servicing fees | $0 |
| Cohen & Steers Funds | Investment management, Shareholder servicing fees | $0 |
| American Century | Investment management, Shareholder servicing fees | $0 |
| Brandywine Global Hy Is | Investment management, Shareholder servicing fees | $0 |
| Janus Funds | Investment management, Shareholder servicing fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $28.8M | 573 | ack 20250918180439NAL0001827696001 |
| 01/01/2021 | $17.1M | 2,537 | ack 20250912110456NAL0001245329001 |