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Original filing (PDF)20250924132736NAL0008198928001
HAIER US APPLIANCE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
MONOGRAM REFRIGERATION, LLC EMPLOYEE SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
421
Accounts w/ balance
237
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAIER US APPLIANCE SOLUTIONS, INC..
Plan sponsor
Name
HAIER US APPLIANCE SOLUTIONS, INC.
EIN
20-3820289
Address
789 PEACH STREET · SELMER, TN · 38375
Phone
(731) 434-1248
Industry
Manufacturingsee 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Investments
21 direct securities · 16 pooled funds· $19.8M(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.
Uncategorized
$10.4M
21 holdings
Common Collective Trust
$9.4M
15 holdings
Pooled Separate Account
$36K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors Trust Target Retirement 2030 Fund Class M | — | — | — | $1.9M | 18.3% | |
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $1.9M | 18.3% | |
| State Street Global Advisors Trust Target Retirement 2040 Fund Class M | — | — | — | $1.8M | 17.2% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $1.8M | 17.2% | |
| State Street Global Advisors Trust Target Retirement 2045 Fund Class M | — | — | — | $1.6M | 15.4% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $1.6M | 15.4% | |
| State Street Global Advisors Trust Target Retirement 2035 Fund Class M | — | — | — | $1.0M | 9.7% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $1.0M | 9.7% | |
| State Street Global Advisors Trust Target Retirement 2025 Fund Class M | — | — | — | $992K | 9.5% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $992K | 9.5% | |
| State Street Global Advisors Trust Target Retirement 2050 Fund Class M | — | — | — | $603K | 5.7% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $603K | 5.7% | |
| Notes receivable from participants Loans to participants, various maturities, interest rates ranging from 4.25% to 9.50%. | — | — | — | $498K | 4.7% | |
| State Street Global Advisors Trust Target Retirement 2055 Fund Class M | — | — | — | $447K | 4.3% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $447K | 4.3% | |
| State Street Global Advisors Trust Target Retirement 2020 Fund Class M | — | — | — | $254K | 2.4% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $254K | 2.4% | |
| State Street Global Advisors Trust Target Retirement 2060 Fund Class M | — | — | — | $254K | 2.4% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $254K | 2.4% | |
| Vanguard Total Stock Market Index Fund Instl Shares | — | — | — | $207K | 2.0% | |
| T.Rowe Price Trust Co Large Cap Core Growth Trust B | — | — | — | $171K | 1.6% | |
| TRP LRG CAP GR TR B T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $171K | 1.6% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $144K | 1.4% | |
| State Street Global Advisors Trust Target Retirement 2065 Fund Class M | — | — | — | $93K | 0.9% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $93K | 0.9% | |
| Vanguard Total International Stock Index Fund Instl Shares | — | — | — | $79K | 0.8% | |
| Dodge & Cox Stock Fund | — | — | — | $78K | 0.7% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $76K | 0.7% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $75K | 0.7% | |
| State Street Global Advisors Trust Target Retirement Income Fund Class M | — | — | — | $73K | 0.7% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $73K | 0.7% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $36K | 0.3% | |
| Black Rock Mid Cap Growth Equity Portfolio Class K | — | — | — | $17K | 0.2% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $14K | 0.1% | |
| AS CORE BOND II EF1 WELLS FARGO BANK, N.A. · EIN 47-6419204 / PN 001 | Common Collective Trust | — | — | $13K | 0.1% | |
| Vanguard Extended Market Index Admiral Fund 281 Vanguard Total Bond Market Institutional Fund | — | — | — | $5K | <0.1% | |
| PIMCO Income Fund Institutional Class | — | — | — | $1K | <0.1% |
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