Plan Snapshot
- Plan Sponsor: Milwaukee Valve Co., LLC
- Sponsor EIN: 390965299
- Sponsor Address: 16550 WEST STRATTON DRIVE, NEW BERLIN, WI, 53151
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 374 | $52.5M | $506,360 | $2.4M |
| 2023 | 363 | $47.2M | $486,223 | $2.3M |
| 2022 | 345 | $38.9M | $2.1M | $446,358 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | Other Service Provider | $77,958 | — | $77,958 |
| RSM US LLP | Auditor | $31,500 | — | $31,500 |
| ONEAMERICA INVESTMENT ADVISORY SVCS | Other Service Provider | $18,813 | — | $18,813 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,271
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 |
|---|---|---|---|---|---|
| 2025 | $956,861 | $3,587 | — | — | — |
| 2024 | $128,271 | $18,813 | — | $31,500 | — |
| 2023 | $104,708 | $6,446 | — | $28,875 | — |
| 2022 | $108,066 | $26,250 | — | — | $81,816 |