Hayley Kucharski signed ZURN LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ZURN LLC's EIN is 04-3722228.
Download the official 2024 Form 5500 (PDF) for ZURN LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ZURN LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $362K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVES | 26-4789150 | — | INVESTMENT ADVISORY | $75K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $363.2M | 98.8% | |
| 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% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBINBROWN LLP | 43-1755727 | — | ACCOUNTANT | $35K | — |
