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Original filing (PDF)20250714151332NAL0000782515002
BADGER METER, INC.
Form 5500
FILING_RECEIVED
BADGER METER EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN
401(k) retirement plan
Signals · 2
16% employer stockNo recordkeeper disclosed
Active participants
916
Accounts w/ balance
1,182
Plan assets (EOY)
$217.8M
Net assets (EOY)
$217.8M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
88
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 16% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BADGER METER, INC..
Plan sponsor
Name
BADGER METER, INC.
EIN
39-0143280
Address
4545 WEST BROWN DEER ROAD · PO BOX 245036 · MILWAUKEE, WI · 532249536
Phone
(414) 355-0400
Industry
Manufacturingsee all
Plan administrator
Name
BADGER METER EMPLOYEE BENEFITS
EIN
39-1243311
City
MILWAUKEE, WI
Phone
(414) 355-0400
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $90K | — |
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $61K | — |
Investments
36 direct securities · 1 pooled fund· $289.2M(100% 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.
Uncategorized
$283.9M
36 holdings
Common Collective Trust
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BADGER METER STOCK FUND Employer Securities | — | — | — | $55.8M | 25.6% | |
| Badger Meter, Inc. Common Stock Fund Common Stock | — | — | — | $55.0M | 25.3% | |
| Fidelity Freedom 2030 Mutual Fund | — | — | — | $21.9M | 10.0% | |
| BLENDED STABLE VALUE FUND Insurance | — | — | — | $16.5M | 7.6% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $15.5M | 7.1% | |
| Fidelity Freedom 2040 Mutual Fund | — | — | — | $15.1M | 6.9% | |
| General Empower Annuity Insurance Company Guaranteed Income Investment Fund Account | — | — | — | $14.6M | 6.7% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $12.3M | 5.7% | |
| Fidelity Freedom 2050 Mutual Fund | — | — | — | $9.0M | 4.1% | |
| Fidelity Freedom 2020 Mutual Fund | — | — | — | $8.0M | 3.7% | |
| Baird Core Plus Bond Fund Mutual Fund | — | — | — | $6.7M | 3.1% | |
| VANGUARD SM CAP VAL INDEX INST Registered Investment Company | — | — | — | $5.7M | 2.6% | |
| MFS MID CAP GROWTH FUND CT Common Collective Trust Fund | — | — | — | $5.3M | 2.4% | |
| MFS HTG TR CO CIT MFS MCG FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 002 | Common Collective Trust | — | — | $5.3M | 2.4% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $4.9M | 2.2% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $4.6M | 2.1% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | — | — | — | $3.7M | 1.7% | |
| Fidelity Freedom 2010 Mutual Fund | — | — | — | $2.9M | 1.3% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $2.9M | 1.3% | |
| Vanguard International Growth Fund Mutual Fund | — | — | — | $2.7M | 1.3% | |
| VANGUARD DEVELOPED MKT IDX ADM Registered Investment Company | — | — | — | $2.7M | 1.2% | |
| Fidelity Freedom 2035 Mutual Fund | — | — | — | $2.1M | 0.9% | |
| Fidelity Freedom 2045 Mutual Fund | — | — | — | $2.0M | 0.9% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $1.9M | 0.9% | |
| General Investment Galliard Stable Value Fund C Account | — | — | — | $1.8M | 0.8% | |
| Fidelity Freedom 2025 Mutual Fund | — | — | — | $1.8M | 0.8% | |
| Fidelity Freedom 2060 Mutual Fund | — | — | — | $1.7M | 0.8% | |
| Fidelity Freedom 2055 Mutual Fund | — | — | — | $1.6M | 0.8% | |
| Vanguard Small-Cap Index Mutual Fund | — | — | — | $1.5M | 0.7% | |
| 2029. Loans 0 | — | — | — | $1.1M | 0.5% | |
| State Street Master Funds - U.S. Government Money Market Cash Equivalent | — | — | — | $822K | 0.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $540K | 0.2% | |
| Fidelity Freedom 2015 Mutual Fund | — | — | — | $473K | 0.2% | |
| Vanguard Cash Reserves Federal Money Market Fund Cash Equivalent | — | — | — | $267K | 0.1% | |
| Fidelity Freedom 2065 Mutual Fund | — | — | — | $94K | <0.1% | |
| VANGUARD EMRG MKTS INDEX ADM Registered Investment Company | — | — | — | $91K | <0.1% | |
| Fidelity Freedom Income Mutual Fund | — | — | — | $8K | <0.1% |