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Original filing (PDF)20231027092121NAL0008465633001
WELBILT, INC.
Form 5500
FILING_RECEIVED
WELBILT 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELBILT, INC..
Plan sponsor
Name
WELBILT, INC.
EIN
47-4625716
Address
2227 WELBILT BOULEVARD · NEW PORT RICHEY, FL · 34655
Phone
(727) 375-7010
Industry
Manufacturingsee all
Plan administrator
Name
WELBILT, INC. RETIREMENT PLAN COMMITTEE
EIN
47-4625716
City
NEW PORT RICHEY, FL
Phone
(727) 375-7010
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-03-31
Filed
2023-10-27
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPS | — | BALTIMORE, MD | NONE | $3K | — |
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $3K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $3K | — |
Investments
1 pooled fund· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WELBILT MASTER TRUST WELBILT, INC. · EIN 47-4625716 / PN 100 | Master Trust | $0 | — |