# Welbilt, INC. DB Plan
Source: https://planprovider.pro/companies/welbilt-inc-plan-003

> Welbilt, INC.'s DB plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Welbilt, INC.

- **Sponsor EIN:** 474625716

- **Sponsor Address:** 2227 WELBILT BLVD, NEW PORT RICHEY, FL, 34655

- **Plan Type:** DB

- **Total Participants:** 81

- **Total Assets:** $31.2M

## 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|81|$31.2M|$1.3M|$0|

| 2023|95|$30.9M|$1.4M|$0|

| 2022|114|$29.0M|$456,000|$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|

| KRONICK KALADA BERDY & CO PC|Auditor|$19,000|—|$19,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KRONICK KALADA BERDY & CO PC](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,000

- **Estimated Expense Ratio:** 0.061% 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|$593,838|—|—|$19,000|—|

| 2023|$585,977|$17,447|—|$16,000|—|

| 2022|$642,764|$97,135|$30,261|—|$180,600|

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