| Plan Name |
Sub-Zero/Wolf Employees’ Profit Sharing and 401(k) Savings Plan |
| Location |
Madison, WI |
| Asset Size |
$187MM |
| Number of Participants |
1,000 – 4,999 |
| Business |
Manufacturing – Consumer Products |
| Participation rate |
96.0% |
| Avg. deferral rate |
9.0% |
| No. of funds offered |
18 |
| Investment Review |
Quarterly |
| True-up feature |
Yes |
| Match Vesting Period |
Immediate |
| Eligibility |
After 1 month |
| Default deferral rate |
5.0% |
| Default investment |
Retail Target-Date Fund (Indexed) |
| Auto-escalation |
Opt-Out |
| Systematic withdrawals |
Yes |
| Fee equalization |
No |
| Match Rate |
<50% of first 6% of salary |
| % receiving full match |
75% or more |
| Max Employer Contribution |
>10% |
| |
|
| Financial education: |
|
| Saving/budgeting |
Yes |
| Investing strategies |
Yes |
| College saving |
|
| Credit/debt mgt |
Yes |
| Tax/estate planning |
|
| Retiree health costs/savings options |
Yes |
| |
|
| Recordkeeper |
John Hancock Retirement Plan Services |
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