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Original filing (PDF)20250924131715NAL0003036243001
HAIER US APPLIANCE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
MY SAVINGS PLAN (UNION)
401(k) retirement plan
Active participants
4,559
Accounts w/ balance
5,171
Plan assets (EOY)
$245.5M
Net assets (EOY)
$245.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 89% above peer band of 10 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2A · Age/service weighted or new comparability
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)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $357K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $50K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $18K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON HINE LLP | 34-0575300 | — | ATTORNEY/LEGAL | $41K | — |
Investments
25 direct securities · 16 pooled funds· $439.0M(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
$233.5M
25 holdings
Common Collective Trust
$199.5M
15 holdings
Pooled Separate Account
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors Trust Target Retirement 2030 Fund Class M | — | — | — | $40.2M | 16.4% | |
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $40.2M | 16.4% | |
| State Street Global Advisors Trust Target Retirement 2035 Fund Class M | — | — | — | $30.2M | 12.3% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $30.2M | 12.3% | |
| State Street Global Advisors Trust Target Retirement 2025 Fund Class M | — | — | — | $25.5M | 10.4% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $25.5M | 10.4% | |
| State Street Global Advisors Trust Target Retirement 2040 Fund Class M | — | — | — | $18.8M | 7.6% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $18.8M | 7.6% | |
| State Street Global Advisors Trust Target Retirement 2045 Fund Class M | — | — | — | $18.0M | 7.3% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $18.0M | 7.3% | |
| State Street Global Advisors Trust Target Retirement 2050 Fund Class M | — | — | — | $13.1M | 5.3% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $13.1M | 5.3% | |
| Notes receivable from participants Loans to participants, various maturities, interest rates ranging from 4.25% to 9.50%. | — | — | — | $12.4M | 5.1% | |
| T.Rowe Price Trust Large Cap Core Growth Trust B | — | — | — | $11.9M | 4.8% | |
| TRP LRG CAP GR TR B T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $11.9M | 4.8% | |
| Vanguard Total Stock Market Index Fund Instl Shares | — | — | — | $10.8M | 4.4% | |
| State Street Global Advisors Trust Target Retirement 2020 Fund Class M | — | — | — | $10.4M | 4.2% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $10.4M | 4.2% | |
| State Street Global Advisors Trust Target Retirement 2055 Fund Class M | — | — | — | $10.0M | 4.1% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $10.0M | 4.1% | |
| State Street Global Advisors Trust Target Retirement 2060 Fund Class M | — | — | — | $8.1M | 3.3% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $8.1M | 3.3% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $6.0M | 2.4% | |
| State Street Global Advisors Trust Target Retirement 2065 Fund Class M | — | — | — | $5.6M | 2.3% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $5.6M | 2.3% | |
| Dodge & Cox Stock Fund | — | — | — | $4.7M | 1.9% | |
| Vanguard Total International Stock Index Fund Instl Shares | — | — | — | $2.8M | 1.2% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $2.8M | 1.2% | |
| PIMCO Income Fund Institutional Class | — | — | — | $2.5M | 1.0% | |
| AS CORE BOND II EF1 WELLS FARGO BANK, N.A. · EIN 47-6419204 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.9% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.0M | 0.8% | |
| State Street Global Advisors Trust Target Retirement Income Fund Class M | — | — | — | $1.7M | 0.7% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| Vanguard Total Bond Market Institutional Fund | — | — | — | $1.4M | 0.6% | |
| Fidelity Investments Self-directed brokerage accounts | — | — | — | $648K | 0.3% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $553K | 0.2% | |
| Black Rock Mid Cap Growth Equity Portfolio Class K | — | — | — | $505K | 0.2% | |
| Vanguard Extended Market Index Admiral Fund | — | — | — | $504K | 0.2% | |
| Fidelity Investments Self-directed brokerage accounts | — | — | — | $209K | <0.1% | |
| ABF Small Cap Value R6 | — | — | — | $156K | <0.1% |