Plan Snapshot
- Plan Sponsor: Zurn LLC
- Sponsor EIN: 043722228
- Sponsor Address: 511 W FRESHWATER WAY, MILWAUKEE, WI, 532044113
- Plan Type: 401(k)
- Total Participants: 1,777
- Total Assets: $367.4M
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 | 1,777 | $367.4M | $4.6M | $14.1M |
| 2023 | 1,772 | $339.2M | $5.1M | $12.8M |
| 2022 | 1,965 | $201.4M | $1.7M | $6.7M |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | $25,218 | — | $25,218 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,218
- Estimated Expense Ratio: 0.007% 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 | $445,933 | $86,463 | $334,252 | $25,218 | — |
| 2023 | $488,877 | $74,227 | $350,650 | $64,000 | — |
| 2022 | $391,642 | $133,650 | $257,992 | — | — |