Original filing (PDF)20251013121931NAL0001201377001

MILWAUKEE TOOL & EQUIPMENT CO., INC

Name: MILWAUKEE TOOL & EQUIPMENT CO., INC — MILWAUKEE TOOL & EQUIPMENT CO., INC., SALARIED & CLERICAL EMPLOYEES PENSION PLAN, Form 5500 (2024)
Creator: MILWAUKEE TOOL & EQUIPMENT CO., INC

Form 5500-SF

FILING_RECEIVED

MILWAUKEE TOOL & EQUIPMENT CO., INC., SALARIED & CLERICAL EMPLOYEES PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILWAUKEE TOOL & EQUIPMENT CO., INC.

Plan sponsor

Name

MILWAUKEE TOOL & EQUIPMENT CO., INC

EIN

39-0476730

Address

P.O. BOX 2039 · MILWAUKEE, WI · 53215

Phone

(414) 645-0200

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1B · Flat-dollar DB formula

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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