Original filing (PDF)20251013173253NAL0000872307001

FISHER & PAYKEL APPLIANCES USA HOLDINGS, INC.

Name: FISHER & PAYKEL APPLIANCES USA HOLDINGS, INC. — FISHER & PAYKEL APPLIANCES USA HOLDINGS INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: FISHER & PAYKEL APPLIANCES USA HOLDINGS, INC.

Form 5500

FILING_RECEIVED

FISHER & PAYKEL APPLIANCES USA HOLDINGS INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 3

1 failed disclosureNo ERISA fidelity bondCorrective distributions issued

Active participants

219

Accounts w/ balance

313

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISHER & PAYKEL APPLIANCES USA HOLDINGS, INC..

Plan sponsor

Name

FISHER & PAYKEL APPLIANCES USA HOLDINGS, INC.

EIN

20-1693884

Address

695 TOWN CENTER DRIVE · SUITE 180 · COSTA MESA, CA · 92626

Phone

(949) 790-8900

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES & ASSOCIATES INC	59-1237041	—	ADVISOR	$35K	—
UBS FINANCIAL SERVICES INC

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

35 direct securities · 1 pooled fund· $20.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$19.3M

33 holdings

Common Collective Trust

$775K

1 holding

Bonds / Notes

$429K

1 holding

Cash / Money Market

$5K

1 holding

					% of plan
Fidelity Investment Freedom Index 2040 Fund Investor Class	Other securities	—	—	$2.9M	15.0%
Fidelity Investment Freedom Index 2050 Fund Investor Class	Other securities	—	—	$2.6M	13.4%
Fidelity Investment Freedom Index 2030 Fund Investor Class	Other securities	—	—	$2.6M	13.2%
Fidelity Investment 500 Index Fund	Other securities	—	—	$2.4M	12.4%
Federated Hermes Capital Preservation Fund R6	Other securities	—	—	$775K	3.9%
FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$775K	3.9%
Fidelity Investment Freedom Index 2055 Fund Investor Class	Other securities	—	—	$712K	3.6%
Fidelity Investment Freedom Index 2025 Fund Investor Class	Other securities	—	—	$610K	3.1%
JPMorgan U.S. Equity Fund Class R6	Other securities	—	—	$589K	3.0%
Fidelity Investment Small Cap Index Fund	Other securities	—	—	$577K	2.9%
Fidelity Investment Freedom Index 2045 Fund Investor Class	Other securities	—	—	$568K	2.9%
Hartford Dividend and Growth R6	Other securities	—	—	$509K	2.6%
JPMorgan Mid Cap Growth Fund Class R6	Other securities	—	—	$432K	2.2%
Plan participants Participant loans with interest ranging from 4.25% to 9.50% maturing through 2029 -	Bonds / Notes	—	—	$429K	2.2%
Fidelity Investment International Capital Appreciation Fund	Other securities	—	—	$419K	2.1%
Pioneer Fundamental Growth Fund Class K	Other securities	—	—	$418K	2.1%
Fidelity Investment Freedom Index 2035 Fund Investor Class	Other securities	—	—	$403K	2.1%
BlackRock 80/20 Target Allocation Fund	Other securities	—	—	$370K	1.9%
Guggenheim Total Return Bond R6	Other securities	—	—	$297K	1.5%
Fidelity Investment Freedom Index 2020 Fund Investor Class	Other securities	—	—	$279K	1.4%
MFS Mid Cap Value Fund Class R6	Other securities	—	—	$258K	1.3%
PIMCO Income Fund Institutional Class	Other securities	—	—	$255K	1.3%
Fidelity Investment Freedom Index 2060 Fund Investor Class	Other securities	—	—	$249K	1.3%
Fidelity Investment Freedom Index Fund Institutional Premium Class	Other securities	—	—	$207K	1.1%
PIMCO RAE Plus Small Fund	Other securities	—	—	$150K	0.8%
PIMCO International Fund (US Dollar- Hedged)	Other securities	—	—	$126K	0.6%
DFA Emerging Markets Portfolio Institutional Class	Other securities	—	—	$119K	0.6%
Fidelity Investment Mid Cap Index Fund	Other securities	—	—	$100K	0.5%
Janus Henderson Triton Fund Class N	Other securities	—	—	$99K	0.5%
BlackRock 60/40 Target Allocation Fund	Other securities	—	—	$69K	0.4%
BNY Mellon Natural Resources Fund	Other securities	—	—	$42K	0.2%
American Funds Capital Income Builder R6	Other securities	—	—	$27K	0.1%
Fidelity Investment Freedom Index 2065 Fund Investor Class	Other securities	—	—	$14K	<0.1%
DFA Commodity Strategy Institutional	Other securities	—	—	$9K	<0.1%
BlackRock 40/60 Target Allocation Fund	Other securities	—	—	$8K	<0.1%
Fidelity Investment Government Money Market K6	Cash / Money Market	—	—	$5K	<0.1%