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Original filing (PDF)20250828091818NAL0005449715001
ZURN LLC
Form 5500
FILING_RECEIVED
ZURN ELKAY 401(K) PLAN
401(k) retirement plan
Signals · 2
95% in single holdingNo recordkeeper disclosed
Active participants
1,777
Accounts w/ balance
3,322
Plan assets (EOY)
$367.4M
Net assets (EOY)
$367.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: ZURN ELKAY 401(K) MASTER TRUST PLAN (extraction pending)]" is 95% of plan.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZURN LLC.
Plan sponsor
Name
ZURN LLC
EIN
04-3722228
Address
511 W FRESHWATER WAY · MILWAUKEE, WI · 532044113
Phone
(414) 223-2067
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVES | 26-4789150 | — | INVESTMENT ADVISORY | $75K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $362K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBINBROWN LLP | 43-1755727 | — | ACCOUNTANT | $35K | — |
Investments
2 pooled funds· $288.7M(79% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$274.5M
1 holding
Common Collective Trust
$14.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ZURN ELKAY 401(K) MASTER TRUST ZURN · EIN 04-3722228 / PN 009 | Master Trust | — | — | $274.5M | 74.7% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $14.2M | 3.9% |
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