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Original filing (PDF)20251015151708NAL0002653939001
ELECTROLUX HOME PRODUCTS, INC.
Form 5500
FILING_RECEIVED
ELECTROLUX HOME PRODUCTS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
2,150
Accounts w/ balance
3,008
Plan assets (EOY)
$481.5M
Net assets (EOY)
$481.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTROLUX HOME PRODUCTS, INC..
Plan sponsor
Name
ELECTROLUX HOME PRODUCTS, INC.
EIN
34-1694736
Address
10200 DAVID TAYLOR DRIVE · CHARLOTTE, NC · 282622373
Phone
(980) 236-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
123
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVSTMTS INSTL OPS CO, INC | 04-2647786 | — | RECORDKEEPER | $162K | — |
Investments
15 direct securities · 13 pooled funds· $481.5M(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.
Uncategorized
$278.9M
15 holdings
Common Collective Trust
$202.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Shares of Registered Investment Companies | — | — | — | $81.6M | 17.0% | |
| Fidelity Contrafund Shares of Registered Investment Companies | — | — | — | $73.0M | 15.2% | |
| Fidelity Balanced Fund Shares of Registered Investment Companies | — | — | — | $39.0M | 8.1% | |
| VANGUARD RETIREMENT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $30.3M | 6.3% | |
| VANGUARD RETIREMENT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $29.8M | 6.2% | |
| VANGUARD RETIREMENT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $29.5M | 6.1% | |
| VANGUARD RETIREMENT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $26.1M | 5.4% | |
| VANGUARD RETIREMENT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $20.7M | 4.3% | |
| VANGUARD RETIREMENT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $17.8M | 3.7% | |
| Fidelity Brokerage Link Self-Directed Brokerage Accounts | — | — | — | $17.1M | 3.5% | |
| Fidelity Mid Cap Index Fund Shares of Registered Investment Companies | — | — | — | $16.1M | 3.4% | |
| FidelityInvestmentsMoneyMarket¬Government¬Portfolio Money Market Funds | — | — | — | $15.6M | 3.2% | |
| VANGUARD RETIREMENT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $13.2M | 2.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $11.8M | 2.5% | |
| Fidelity Low Priced Stock Shares of Registered Investment Companies | — | — | — | $11.3M | 2.3% | |
| T.RowePriceOverseasStock¬ Shares of Registered Investment Companies | — | — | — | $8.1M | 1.7% | |
| BLACKROCK TOTAL RETURN BOND FD CL 6 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $6.6M | 1.4% | |
| VANGUARD RETIREMENT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.1M | 1.3% | |
| VANGUARD RETIREMENT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.9M | 1.2% | |
| Fidelity U.S. Bond Index Fund Shares of Registered Investment Companies | — | — | — | $4.4M | 0.9% | |
| Fidelity International Index Fund Shares of Registered Investment Companies | — | — | — | $3.5M | 0.7% | |
| VANGUARD RETIREMENT INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| JPMorgan Equity Income Fund Class R6 Shares of Registered Investment Companies | — | — | — | $3.2M | 0.7% | |
| JPMorgan Small Cap Growth Fund Class R6 Shares of Registered Investment Companies | — | — | — | $2.3M | 0.5% | |
| Carillon Eagle Mid Cap Growth R6 Shares of Registered Investment Companies | — | — | — | $1.8M | 0.4% | |
| Fidelity Small Cap Index Fund Shares of Registered Investment Companies | — | — | — | $1.5M | 0.3% | |
| VANGUARD RETIREMENT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| Goldman Sachs Small Cap Value Fund Class R6 Shares of Registered Investment Companies | — | — | — | $443K | <0.1% |