# Milwaukee Valve Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/milwaukee-valve-co-llc-401k-plan

> Milwaukee Valve Co., LLC's 401(k) plan: 374 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 374

- **Total Assets:** $52.5M

## 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.|

| 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|NONE|$77,958|—|$77,958|

| RSM US LLP|NONE|$31,500|—|$31,500|

| ONEAMERICA INVESTMENT ADVISORY SVCS|NONE|$18,813|—|$18,813|

### Verified Provider Profiles

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

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $128,271

- **Estimated Expense Ratio:** 0.244% 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|$128,271|$18,813|—|$31,500|—|

| 2023|$104,708|$6,446|—|$28,875|—|

| 2022|$108,066|$26,250|—|—|$81,816|

## Similar Plans

- [Hypro, INC.](https://planprovider.pro/companies/hypro-inc-401k-plan) — 343 participants

- [Steele Solutions, INC.](https://planprovider.pro/companies/steele-solutions-inc-plan-001) — 409 participants

- [Strattec Security Corporation](https://planprovider.pro/companies/strattec-security-corporation-401k-plan) — 434 participants

- [Specialty Metals Holdco, LLC](https://planprovider.pro/companies/specialty-metals-holdco-llc-401k-plan) — 308 participants

- [Bhp, INC. Dba Global Power Components](https://planprovider.pro/companies/bhp-inc-dba-global-power-components-401k-plan) — 457 participants

- [Custom Fabricating & Repair, INC.](https://planprovider.pro/companies/custom-fabricating-repair-inc-401k-plan) — 485 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/milwaukee-valve-co-llc-401k-plan)

© 2026 PlanProvider.Pro