Zurn Elkay 401(k) Plan
Sponsored by Zurn Llc · EIN 043722228 · Plan #006
- Total assets
- $367M
- Net assets
- $367M
- Active participants
- 1,777
- With balances
- 3,322
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Strategies, Inc. CRD 121704 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $362,377 |
| Capital Strategies Inves | Investment advisory (plan), Direct payment from the plan | $74,962 |
| Rubinbrown Llp | Accounting, Investment advisory (plan), Direct payment from the plan | $35,100 |