# Zurn LLC DB Plan
Source: https://planprovider.pro/companies/zurn-llc-plan-007

> Zurn LLC's DB plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zurn LLC

- **Sponsor EIN:** 043722228

- **Sponsor Address:** 511 FRESHWATER WAY, MILWAUKEE, WI, 53204

- **Plan Type:** DB

- **Total Participants:** 103

- **Total Assets:** $199.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|103|$199.9M|$20.0M|$0|

| 2023|109|$192.2M|$11.0M|$0|

| 2022|117|$183.3M|$0|$0|

## 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|

| RUBIN BROWN LLP|Auditor|$32,800|—|$32,800|

### Verified Provider Profiles

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

- [RUBIN BROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,800

- **Estimated Expense Ratio:** 0.016% 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|$2,618,441|—|—|$32,800|—|

| 2023|$3,667,863|—|—|$49,550|—|

| 2022|$3,827,849|—|—|—|$264,831|

## Similar Plans

- [Temperature Systems, INC.](https://planprovider.pro/companies/temperature-systems-inc-401k-plan) — 97 participants

- [Temperature Systems, INC](https://planprovider.pro/companies/temperature-systems-inc-plan) — 86 participants

- [Laforce, LLC](https://planprovider.pro/companies/laforce-llc-401k-plan-005) — 42 participants

- [Auer Steel & Heating Supply Co.](https://planprovider.pro/companies/auer-steel-heating-supply-co-401k-plan) — 298 participants

- [Geneva Supply, INC.](https://planprovider.pro/companies/geneva-supply-inc-401k-plan) — 364 participants

- [Gustave A. Larson Company](https://planprovider.pro/companies/gustave-a-larson-company-401k-plan) — 513 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/zurn-llc-plan-007)

© 2026 PlanProvider.Pro