Original filing (PDF)20250924133550NAL0007614561001

HAIER US APPLIANCE SOLUTIONS, INC.

Name: HAIER US APPLIANCE SOLUTIONS, INC. — ADVANCED SERVICES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: HAIER US APPLIANCE SOLUTIONS, INC.

Form 5500

FILING_RECEIVED

ADVANCED SERVICES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Active participants

1,138

Accounts w/ balance

592

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

How this plan invests

This plan

16 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

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

Knocking points off

52% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Below-peer total fees (8 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

62-1422274

Address

6419 SHELBY VIEW · SUITE 110 · MEMPHIS, TN · 38134

Phone

(901) 387-4087

Industry

All Other Professional Services· Professional & Technical Servicessee 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

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

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)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

CHERRY BEKAERT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$16K	—

Investments

24 direct securities · 16 pooled funds· $36.7M(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

$19.4M

24 holdings

Common Collective Trust

$16.5M

15 holdings

Pooled Separate Account

$860K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
State Street Global Advisors Trust Target Retirement 2035 Fund Class M	—	—	—	$2.8M	13.8%
SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435	Common Collective Trust	—	—	$2.8M	13.8%
State Street Global Advisors Trust Target Retirement 2030 Fund Class M	—	—	—	$2.3M	11.0%
SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434	Common Collective Trust	—	—	$2.3M	11.0%
State Street Global Advisors Trust Target Retirement 2025 Fund Class M	—	—	—	$2.0M	9.9%
SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433	Common Collective Trust	—	—	$2.0M	9.9%
State Street Global Advisors Trust Target Retirement 2040 Fund Class M	—	—	—	$1.9M	9.0%
SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436	Common Collective Trust	—	—	$1.9M	9.0%
State Street Global Advisors Trust Target Retirement 2045 Fund Class M	—	—	—	$1.7M	8.1%
SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437	Common Collective Trust	—	—	$1.7M	8.1%
T.Rowe Price Trust Co Large Cap Core Growth Trust B	—	—	—	$1.4M	7.0%
TRP LRG CAP GR TR B T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001	Common Collective Trust	—	—	$1.4M	7.0%
Notes receivable from participants Loans to participants, various maturities, interest rates ranging from 4.25% to 9.50%.	—	—	—	$1.3M	6.1%
State Street Global Advisors Trust Target Retirement 2050 Fund Class M	—	—	—	$1.1M	5.5%
SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438	Common Collective Trust	—	—	$1.1M	5.5%
State Street Global Advisors Trust Target Retirement 2055 Fund Class M	—	—	—	$938K	4.6%
SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439	Common Collective Trust	—	—	$938K	4.6%
State Street Global Advisors Trust Target Retirement 2020 Fund Class M	—	—	—	$888K	4.3%
SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432	Common Collective Trust	—	—	$888K	4.3%
STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125	Pooled Separate Account	—	—	$860K	4.2%
Vanguard Total Stock Market Index Fund Instl Shares	—	—	—	$712K	3.5%
State Street Global Advisors Trust Target Retirement 2060 Fund Class M	—	—	—	$525K	2.6%
SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424	Common Collective Trust	—	—	$525K	2.6%
State Street Global Advisors Trust Target Retirement Income Fund Class M	—	—	—	$484K	2.4%
SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440	Common Collective Trust	—	—	$484K	2.4%
Vanguard Explorer Fund Admiral Shares	—	—	—	$301K	1.5%
Vanguard Total International Stock Index Fund Instl Shares	—	—	—	$299K	1.5%
Dodge & Cox Stock Fund	—	—	—	$230K	1.1%
Fidelity Investments Self-directed brokerage accounts	—	—	—	$180K	0.9%
AS CORE BOND II EF1 WELLS FARGO BANK, N.A. · EIN 47-6419204 / PN 001	Common Collective Trust	—	—	$134K	0.6%
GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001	Common Collective Trust	—	—	$105K	0.5%
Vanguard Total Bond Market Institutional Fund	—	—	—	$105K	0.5%
MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616	Common Collective Trust	—	—	$100K	0.5%
PIMCO Income Fund Institutional Class	—	—	—	$95K	0.5%
State Street Global Advisors Trust Target Retirement 2065 Fund Class M	—	—	—	$60K	0.3%
SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044	Common Collective Trust	—	—	$60K	0.3%
Vanguard Extended Market Index Admiral Fund	—	—	—	$21K	0.1%
Black Rock Mid Cap Growth Equity Portfolio Class K	—	—	—	$12K	<0.1%
Vanguard Short-Term Bond Index Fund Admiral Shares	—	—	—	$7K	<0.1%
ABF Small Cap Value R6	—	—	—	$7K	<0.1%