Plan Snapshot
- Plan Sponsor: Whirlpool Corporation
- Sponsor EIN: 366541950
- Sponsor Address: ADMINISTRATIVE CENTER, BENTON HARBOR, MI, 490222692
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $1.8B
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 | $1.8B | $0 | $0 |
| 2023 | 0 | $2.1B | $0 | $0 |
| 2022 | 0 | $2.2B | $0 | $0 |
| 2019 | 0 | $3.0B | $0 | $0 |
| 2018 | 0 | $2.7B | $0 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $3,911,981 | — | $3,911,981 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $1,124,386 | — | $1,124,386 |
| NORTHERN TRUST COMPANY | Other Service Provider | $1,071,206 | — | $1,071,206 |
| LOOMIS SAYLES & CO LP | Other Service Provider | $431,962 | — | $431,962 |
| BLACKROCK INSTITUTIONAL TRUST CO NA | Other Service Provider | $353,430 | — | $353,430 |
| SEYFARTH SHAW LLP | Investment Advisor | $133,553 | — | $133,553 |
| BDO SEIDMAN, LLP | Auditor | $122,886 | — | $122,886 |
| ACADIAN ASSET MGMT LLC | Other Service Provider | $29,700 | — | $29,700 |
| PRINCIPAL LIFE INSURANCE CO | Other Service Provider | $17,010 | — | $17,010 |
| AGILIS PARTNERS LLC | Other Service Provider | $13,000 | — | $13,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $11,286 | — | $11,286 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- GOLDMAN SACHS ASSET MANAGEMENT — Investment Advisor
- SEYFARTH SHAW LLP — Investment Advisor
- BDO SEIDMAN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,220,400
- Estimated Expense Ratio: 0.395% 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 | $10,859,902 | $1,963,764 | — | $122,886 | — |
| 2023 | $17,375,813 | $2,485,801 | — | $52,800 | — |
| 2022 | $9,417,717 | $5,020,729 | — | — | $4,077,506 |
| 2019 | $10,635,528 | $4,065,115 | — | — | $6,022,331 |
| 2018 | $10,166,269 | $4,401,215 | — | — | $5,411,760 |