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Original filing (PDF)20250924130544NAL0008696896001
HAIER US APPLIANCE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
MY SAVINGS PLAN
401(k) retirement plan
Active participants
5,568
Accounts w/ balance
6,802
Plan assets (EOY)
$840.2M
Net assets (EOY)
$840.2M
How this plan invests
This plan
16 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 6 bps.
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.
DBA
GE APPLIANCES, A HAIER COMPANY
EIN
81-1692501
Address
4000 BUECHEL BANK ROAD · APPLIANCE PARK AP4 110 · LOUISVILLE, KY · 40225
Phone
(502) 452-3447
Industry
Manufacturingsee 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
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $364K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $192K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $54K | — |
Investments
26 direct securities · 16 pooled funds· $1.3B(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
$792.9M
25 holdings
Common Collective Trust
$523.9M
15 holdings
Pooled Separate Account
$15.0M
1 holding
Common Stocks
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Instl Shares | — | — | — | $129.9M | 15.5% | |
| T.Rowe Price Trust Large Cap Core Growth Trust B | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $35.4M | 4.2% | |
| State Street Global Advisors Trust Target Retirement 2050 Fund Class M | — | — | — | $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 | — | — | — | $34.2M | 4.1% | |
| Vanguard Total International Stock Index Fund Instl Shares | — | — | — | $26.9M | 3.2% | |
| State Street Global Advisors Trust Target Retirement 2060 Fund Class M | — | — | — | $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%. | — | — | — | $18.4M | 2.2% | |
| PIMCO Income Fund Institutional Class | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $7.9M | 0.9% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $6.4M | 0.8% | |
| Black Rock Mid Cap Growth Equity Portfolio Class K | — | — | — | $4.6M | 0.5% | |
| Fidelity Self-directed brokerage accounts | — | — | — | $4.6M | 0.5% | |
| State Street Global Advisors Trust Target Retirement Fund Class M | — | — | — | $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 | — | — | — | $1.5M | 0.2% | |
| Fidelity Self-directed brokerage accounts | — | — | — | $1.4M | 0.2% | |
| s * Fidelity Self-directed brokerage accounts | Common Stocks | — | — | $26K | <0.1% |