Plan Snapshot
- Plan Sponsor: Whirlpool Corporation
- Sponsor EIN: 381490038
- Sponsor Address: 2000 NORTH M-63, MAIL DROP 2070, BENTON HARBOR, MI, 49022
- Plan Type: 401(k)
- Total Participants: 17,341
- Total Assets: $3.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 17,341 | $3.5B | $80.1M | $111.7M |
| 2023 | 19,016 | $3.3B | $87.6M | $115.3M |
| 2022 | 19,575 | $2.7B | $91.7M | $115.6M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $1,324,429 | — | $1,324,429 |
| VANGUARD ADVISERS INC. | Recordkeeper | $1,084,879 | — | $1,084,879 |
| BDO USA LLP | Auditor | $77,252 | — | $77,252 |
| SEYFARTH SHAW LLP | Investment Advisor | $43,142 | — | $43,142 |
| TOWERS WATSON INVESTMENT SVCS INC | Other Service Provider | $21,300 | — | $21,300 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $15,326 | — | $15,326 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- VANGUARD ADVISERS INC. — Recordkeeper
- BDO USA LLP — Auditor
- SEYFARTH SHAW LLP — Investment Advisor
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,566,328
- Estimated Expense Ratio: 0.074% 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 | $2,390,278 | — | — | — | — |
| 2023 | $2,170,263 | — | — | — | — |
| 2022 | $2,064,047 | — | — | — | — |