Haverty Furniture Companies 401(k) match, vesting and fees
What Haverty Furniture Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Windham Brannon LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Haverty Furniture Companies: employer contribution per participant | $1,799 | |
| Peer median | $1,023 |
| Haverty Furniture Companies: average balance | $65,694 | |
| Peer median | $43,395 |
| Haverty Furniture Companies: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $183M at the end of plan year 2021 to $194M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,016 | $194M | $5.3M | $1,799 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 3,262 | $182M | $6M | $1,865 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 3,442 | $157M | $6.6M | $1,932 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 3,456 | $183M | $6M | $1,763 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Haverty Furniture Companies match 401(k) contributions?
The match terms for the Haverty Furniture Companies, Inc. Thrift Plan have not been published from its filing yet. The plan year 2024 filing reports $5.3M in employer contributions, about $1,799 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Haverty Furniture Companies 401(k) match vested?
The vesting schedule for the Haverty Furniture Companies, Inc. Thrift Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Haverty Furniture Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Haverty Furniture Companies, Inc..
I left Haverty Furniture Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Haverty Furniture Companies, Inc., (404) 443-2900) or the recordkeeper, Schwab Retirement Plan Services,inc. The Haverty Furniture Companies old 401(k) page lists the contacts from every plan filing. Find an old Haverty Furniture Companies 401(k)
Data from the public Form 5500 annual reports Haverty Furniture Companies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Haverty Furniture Companies. Not financial advice. Report a correction · Methodology