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Original filing (PDF)20250915154829NAL0000775859002
WOLVERINE WORLD WIDE, INC.
Form 5500
FILING_RECEIVED
WOLVERINE WORLD WIDE INC. 401(K) RETIREMENT SAVINGS PLAN II
401(k) retirement plan
Active participants
354
Accounts w/ balance
721
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLVERINE WORLD WIDE, INC..
Plan sponsor
Name
WOLVERINE WORLD WIDE, INC.
EIN
38-1185150
Address
9341 COURTLAND DRIVE NE · ROCKFORD, MI · 493511002
Phone
(616) 866-5500
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
014
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
HUNGERFORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER INS & ANNUITY CO | 84-0467907 | — | RECORDKEEPER | $100K | — |
| PRUDENTIAL RETIRE INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & COMPANY | 43-0538770 | — | INVESTMENT ADVISORY | $25K | — |
Investments
16 direct securities· $27.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Inflation Protected Bond Fund | — | — | — | $4.4M | 16.0% | |
| American Century Small Cap Growth R6 | — | — | — | $4.2M | 15.4% | |
| American Funds Europacific Growth Fund | — | — | — | $3.6M | 13.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $3.0M | 10.9% | |
| American Funds New World Fund R6 | — | — | — | $2.5M | 9.1% | |
| Fidelity Large Cap Growth Fund | — | — | — | $1.9M | 6.8% | |
| AB Global Bond Fund Z | — | — | — | $1.5M | 5.3% | |
| Fidelity 500 Index Fund | — | — | — | $1.3M | 4.9% | |
| Metropolitan West Total Return Fund | — | — | — | $1.1M | 4.0% | |
| Prudential Stable Value Fund | — | — | — | $896K | 3.3% | |
| MFS Value Fund R6 | — | — | — | $854K | 3.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | — | — | — | $695K | 2.5% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $532K | 1.9% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $235K | 0.9% | |
| Vanguard S&P Small-Cap 600 Index Fund | — | — | — | $185K | 0.7% | |
| Participant Loans | — | — | — | $179K | 0.7% |