Retirement plan

WORTHINGTON DIRECT HOLDINGS,LLC PROFIT SHARING 401(K) PLAN

Name: WORTHINGTON DIRECT HOLDINGS, LLC - WORTHINGTON DIRECT HOLDINGS,LLC PROFIT SHARING 401(K) PLAN (2025) Form 5500
Creator: WORTHINGTON DIRECT HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORTHINGTON DIRECT HOLDINGS,LLC PROFIT SHARING 401(K) PLAN, WORTHINGTON DIRECT HOLDINGS, LLC

WORTHINGTON DIRECT HOLDINGS, LLCEIN 75-2693807Plan #001PY 2025

6301 GASTON AVE, SUITE 670 - DALLAS, TX 75214800-599-6636worthingtondirect.comLinkedIn11-50 employeesfurniture

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$9.6M

+21.2% from 2024

Total participants

-23.1% from 2024

Average account balance

$478,884

+57.6% from 2024

Annual return

21.36%

+10.57 pp from 2024

Benchmarks

See 7,753 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,753 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.58M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$479K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$227K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.36%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11999

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$240K

$13332 / participant

Other / not subdivided$240K100.0%

% of EOY assets

2.506%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$478,884

$102,938+365.2%

$94,105+408.9%

$138,895+244.8%

Participation rate

100.0%

74.6%+25.4pp

71.9%+28.1pp

79.9%+20.1pp

Annual return

21.36%

250.28%-228.9pp

204.55%-183.2pp

145.39%-124.0pp

Employer contribution / active EE

$4,840

$2,732+77.2%

$2,504+93.3%

$4,194+15.4%

Participant deferral / active EE

$7,787

$4,196+85.6%

$3,881+100.7%

$6,396+21.7%

Admin fee / account holder

$11,999

$6,600+81.8%

$6,199+93.5%

$12,562-4.5%

WORTHINGTON DIRECT HOLDINGS,LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WORTHINGTON DIRECT HOLDINGS,LLC PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion