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Original filing (PDF)20251010084812NAL0004077299001
WELBILT, INC.
Form 5500
FILING_RECEIVED
WELBILT PENSION PLAN
Defined-benefit pension plan
Active participants
81
Accounts w/ balance
—
Plan assets (EOY)
$31.2M
Net assets (EOY)
$31.2M
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)
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
100
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — 149% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 BLVD · NEW PORT RICHEY, FL · 34655
Phone
(727) 569-1146
Industry
Wholesale Tradesee all
Plan administrator
Name
WELBILT, INC. RETIREMENT PLAN COMMITTEE
EIN
47-4625716
City
NEW PORT RICHEY, FL
Phone
(727) 853-3051
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
KRONICK KALADA BERDY & CO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $191K | — |
| KRONICK KALADA BERDY & CO. | 23-2667890 | — | NONE | $19K | — |
| MIDWEST TRUST COMPANY | 48-1138946 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO,. INC. | 94-1737782 | — | NONE | $900 | — |
Investments
16 direct securities· $30.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Investment Grade Fund Adm Mutual fund | — | — | $7.1M | $7.0M | 22.4% | |
| Vanguard Long Term Invmt Grade Admr Mutual fund | — | — | $5.5M | $5.2M | 16.5% | |
| Fidelity 500 Index Fund Mutual fund | — | — | $2.3M | $3.0M | 9.5% | |
| TCW Emerging Markets Income Fund Class I Mutual fund | — | — | $2.2M | $2.3M | 7.3% | |
| Vanguard High Yield Corp Fd Adm Mutual fund | — | — | $2.2M | $2.3M | 7.2% | |
| Vanguard Equity Income Fund Adm Mutual fund | — | — | $2.1M | $2.2M | 7.0% | |
| iShares Core MSCI Intrl Dvlp Mkt ETF Exchange traded fund | — | — | $1.5M | $1.5M | 4.7% | |
| DFA Commodity Strategy Portfolio Instl #5517 Mutual fund | — | — | $1.3M | $1.2M | 3.9% | |
| DFA Global Real Estate Securities Mutual fund | — | — | $1.1M | $1.2M | 3.8% | |
| Goldman Sachs International Eq Inc Mutual fund | — | — | $1.1M | $1.1M | 3.6% | |
| PIMCO Short Term Fund Inst Mutual fund | — | — | $868K | $874K | 2.8% | |
| DFA US Targets Value Portfolio Instl Mutual fund | — | — | $707K | $795K | 2.5% | |
| Fidelity Small Cap Growth Fund K6 Mutual fund | — | — | $691K | $790K | 2.5% | |
| Vanguard International Growth Fund Mutual fund | — | — | $746K | $722K | 2.3% | |
| DFA Emerging Markets Core Equity Port Instl Mutual fund | — | — | $489K | $472K | 1.5% | |
| Charles Schwab Cash Account Non-interest bearing cash | — | — | $250K | $250K | 0.8% |