AMY Schlueter signed Haier US Appliance Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Haier US Appliance Solutions, Inc.'s EIN is 81-1692501.
Download the official 2024 Form 5500 (PDF) for Haier US Appliance Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Haier US Appliance Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $364K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $192K | — |
| CAPFINANCIAL PARTNERS, LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| INVESTMENT ADVISOR |
| $54K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Instl Shares | Common Collective Trusts | — | — | $129.9M | 15.5% | |
| T.Rowe Price Trust Large Cap Core Growth Trust B | Other securities | — | — | $78.6M | 9.4% | |
| TRP LRG CAP GR TR B T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $78.6M | 9.4% | |
| State Street Global Advisors Trust Target Retirement 2030 Fund Class M | Other securities | — | — | $70.5M | 8.4% | |
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $70.5M | 8.4% | |
| State Street Global Advisors Trust Target Retirement 2035 Fund Class M | Other securities | — | — | $61.9M | 7.4% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $61.9M | 7.4% | |
| State Street Global Advisors Trust Target Retirement 2040 Fund Class M | Other securities | — | — | $54.5M | 6.5% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $54.5M | 6.5% | |
| State Street Global Advisors Trust Target Retirement 2025 Fund Class M | Other securities | — | — | $53.5M | 6.4% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $53.5M | 6.4% | |
| State Street Global Advisors Trust Target Retirement 2045 Fund Class M | Other securities | — | — | $49.8M | 5.9% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $49.8M | 5.9% | |
| State Street Global Advisors Trust Target Retirement 2055 Fund Class M | Other securities | — | — | $37.7M | 4.5% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $37.7M | 4.5% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $35.4M | 4.2% | |
| State Street Global Advisors Trust Target Retirement 2050 Fund Class M | Other securities | — | — | $34.8M | 4.1% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $34.8M | 4.1% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $34.2M | 4.1% | |
| Vanguard Total International Stock Index Fund Instl Shares | Common Collective Trusts | — | — | $26.9M | 3.2% | |
| State Street Global Advisors Trust Target Retirement 2060 Fund Class M | Other securities | — | — | $25.8M | 3.1% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $25.8M | 3.1% | |
| Notes receivable from participants Loans to participants, various maturities, interest rates ranging from 4.25% to 9.50%. | Bonds / Notes | — | — | $18.4M | 2.2% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $17.0M | 2.0% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $15.0M | 1.8% | |
| State Street Global Advisors Trust Target Retirement 2020 Fund Class M | Other securities | — | — | $13.9M | 1.7% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $13.9M | 1.7% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $12.7M | 1.5% | |
| Vanguard Total Bond Market Institutional Fund | Mutual Funds | — | — | $11.9M | 1.4% | |
| AS CORE BOND II EF1 WELLS FARGO BANK, N.A. · EIN 47-6419204 / PN 001 | Common Collective Trust | — | — | $9.7M | 1.2% | |
| State Street Global Advisors Trust Target Retirement 2065 Fund Class M | Other securities | — | — | $9.1M | 1.1% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $9.1M | 1.1% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $8.7M | 1.0% | |
| Vanguard Extended Market Index Admiral Fund | Mutual Funds | — | — | $7.9M | 0.9% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $6.4M | 0.8% | |
| Black Rock Mid Cap Growth Equity Portfolio Class K | Other securities | — | — | $4.6M | 0.5% | |
| Fidelity Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $4.6M | 0.5% | |
| State Street Global Advisors Trust Target Retirement Fund Class M | Other securities | — | — | $2.8M | 0.3% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $2.8M | 0.3% | |
| ABF Small Cap Value R6 | Other securities | — | — | $1.5M | 0.2% | |
| Fidelity Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $1.4M | 0.2% | |
| s * Fidelity Self-directed brokerage accounts | Common Stocks | — | — | $26K | <0.1% |
