Employers › Haverty Furniture Companies
Recordkeeping fees per participant · Haverty Furniture Companies, Inc. Thrift Plan · plan year 2024
$59.92
Higher than 42% of the 5,847 plans $50 to 250M that report it.
= $177,057 / 2,955
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251103134155NAL0016388978001, received 2025-11-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251103134155NAL0016388978001, received 2025-11-03
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-11-03.
Administrative expenses excluding investment management, per participant
$60.83
Higher than 30% of the 8,758 plans $50 to 250M that report it.
= $179,757 / 2,955
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251103134155NAL0016388978001, received 2025-11-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251103134155NAL0016388978001, received 2025-11-03
Administrative expenses per participant
$70.48
Higher than 23% of the 9,042 plans $50 to 250M that report it.
= $208,259 / 2,955
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251103134155NAL0016388978001, received 2025-11-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251103134155NAL0016388978001, received 2025-11-03
Administrative expenses as a share of assets
0.107%
Higher than 40% of the 9,049 plans $50 to 250M that report it.
= $208,259 / $194,126,019
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251103134155NAL0016388978001, received 2025-11-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251103134155NAL0016388978001, received 2025-11-03
Employer contributions per participant
$1,799
Higher than 28% of the 9,105 plans $50 to 250M that report it.
= $5,314,902 / 2,955
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251103134155NAL0016388978001, received 2025-11-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251103134155NAL0016388978001, received 2025-11-03
Employer share of total contributions
33.2%
Higher than 62% of the 9,112 plans $50 to 250M that report it.
= $5,314,902 / $16,004,706
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251103134155NAL0016388978001, received 2025-11-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251103134155NAL0016388978001, received 2025-11-03
Employer match
“We match employee contributions 100% up to 4% of a participant’s compensation, with a maximum match per participant of $14,000 in 2025 and $13,800 in 2024 and $13,200 in 2023.”
Form 10-K filed 2026-02-26, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251103134155NAL0016388978001, received 2025-11-03
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HAVERTY FURNITURE COMPANIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Plan name | HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Sponsor EIN / plan number | 58-0281900 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Sponsor location | ATLANTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Industry (business code) | 442110, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Filing received | 2025-11-03 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Participants, beginning of year | 3,262 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Active participants | 2,115 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Participants, end of year | 3,016 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Participants with an account balance | 2,955 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Total assets, beginning of year | $182,043,113 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Total assets, end of year | $194,126,019 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Net assets, end of year | $194,126,019 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Total income | $38,615,697 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Net income | $12,082,906 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Employer contributions | $5,314,902 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Participant contributions | $10,386,765 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Other contributions (incl. rollovers) | $303,039 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Total contributions | $16,004,706 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Benefit payments | $26,323,927 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Total expenses (incl. benefit payments) | $26,532,791 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Total administrative expenses | $208,259 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Recordkeeping fees | $177,057 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Investment advisory and management fees | $28,502 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Administrative expenses excluding investment management | $179,757 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Held in common/collective trusts | $114,685,555 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Held in mutual funds | $68,800,110 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251103134155NAL0016388978001, received 2025-11-03 |
| Independent auditor | WINDHAM BRANNON LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251103134155NAL0016388978001, received 2025-11-03 |
Position = column in the DOL layout for form year 2024. Filing 20251103134155NAL0016388978001, received 2025-11-03.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $210,580 | no |
| WEAVER CAPITAL MANAGEMENT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $10,714 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees; 59 Shareholder servicing fees | $615 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251103134155NAL0016388978001, received 2025-11-03.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $182,043,113 | $194,126,019 | 6.6% |
| Participants with a balance | 3,194 | 2,955 | -7.5% |
| Administrative expenses | $222,880 | $208,259 | -6.6% |
| Recordkeeping fees per participant | $61.34 | $59.92 | -2.3% |
| Employer contributions | $5,955,301 | $5,314,902 | -10.8% |
Prior filing 20241010104336NAL0011384275002, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: HAVERTY FURNITURE COMPANIES, INC.; SEC registrant: HAVERTY FURNITURE COMPANIES INC (CIK 216085, matched by EIN; display name from the Form 10-K cover).