Plan Snapshot
- Plan Sponsor: Haier Us Appliance Solutions, INC
- Sponsor EIN: 811692501
- Sponsor Address: 4000 BUECHEL BANK ROAD, LOUISVILLE, KY, 40225
- Plan Type: DB
- Total Participants: 0
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $9.9M | $938,340 | $0 |
| 2023 | 0 | $12.3M | $1.6M | $0 |
| 2022 | 0 | $14.2M | $1.4M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $50,435 | — | $50,435 |
| SLC CAPITAL MANAGEMENT (U.S.) LLC | Other Service Provider | $30,000 | — | $30,000 |
| THOMPSON HINE LLP | ERISA Attorney | $5,641 | — | $5,641 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMPSON HINE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,076
- Estimated Expense Ratio: 0.866% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $270,982 | $86,076 | — | — | — |
| 2023 | $329,401 | $93,033 | — | — | — |
| 2022 | $292,855 | $75,746 | — | — | $333 |