AUMdb

Milwaukee Valve Company, Llc Employees' Savings Plan And Trust

Sponsored by Milwaukee Valve Co., Llc · EIN 390965299 · Plan #002

Total assets
$52.5M
Net assets
$52.5M
Active participants
374
With balances
458

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $77,958
Rsm Us Llp Accounting, Direct payment from the plan $31,500
Oneamerica Investment Advisory Svcs Investment advisory (plan), Direct payment from the plan $18,813
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0