Back to filter
Original filing (PDF)20251006085120NAL0001936227001
DELAVAL INC.
Form 5500
FILING_RECEIVED
MILKRITE INTERPULS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
126
Accounts w/ balance
136
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELAVAL INC..
Plan sponsor
Name
DELAVAL INC.
EIN
39-1924400
Address
110 LINCOLN ST · PO BOX 9 · JOHNSON CREEK, WI · 53038
Phone
(920) 699-3431
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBINBROWN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | PLAN ADMINISTRATOR | $11K | — |
Investments
27 direct securities · 1 pooled fund· $13.2M(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
$9.8M
26 holdings
Common Collective Trust
$2.3M
1 holding
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.3M | 17.4% | |
| JPM LG CAP GROWTH R6 Mutual Fund | — | — | — | $1.9M | 14.5% | |
| MFS INTL GROWTH R4 Mutual Fund | — | — | — | $1.3M | 10.1% | |
| JPM CORE BD PLUS I Mutual Fund | — | — | — | $1.2M | 9.5% | |
| NB LG CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 8.4% | |
| AF TRGT DATE 2030 R6 Mutual Fund | — | — | — | $731K | 5.5% | |
| DFA EMERGING MKTS I Mutual Fund | — | — | — | $724K | 5.5% | |
| AS SPL MID CP VAL IS Mutual Fund | — | — | — | $585K | 4.4% | |
| MFS MID CAP GRTH R4 Mutual Fund | — | — | — | $559K | 4.2% | |
| PIMCO INCOME INST Mutual Fund 148 BARON SMALL CAP R6 Mutual Fund | — | — | — | $539K | 4.1% | |
| AF TRGT DATE 2025 F6 Mutual Fund | — | — | — | $441K | 3.3% | |
| MFS NEW DISC VAL R4 Mutual Fund | — | — | — | $368K | 2.8% | |
| PGIM HIGH YIELD R6 Mutual Fund | — | — | — | $348K | 2.6% | |
| AF TRGT DATE 2040 R6 Mutual Fund | — | — | — | $315K | 2.4% | |
| AF TRGT DATE 2035 R6 Mutual Fund | — | — | — | $222K | 1.7% | |
| dates through December 2029 | — | — | — | $165K | 1.3% | |
| FID 500 INDEX Mutual Fund | — | — | — | $146K | 1.1% | |
| AF TRGT DATE 2045 R6 Mutual Fund | — | — | — | $28K | 0.2% | |
| AF TRGT DATE 2065 R6 Mutual Fund | — | — | — | $27K | 0.2% | |
| AF TRGT DATE 2060 R6 Mutual Fund | — | — | — | $24K | 0.2% | |
| AF TRGT DATE 2050 F6 Mutual Fund | — | — | — | $20K | 0.1% | |
| FID INTL INDEX Mutual Fund | — | — | — | $16K | 0.1% | |
| FID GOV CASH RESERVE Mutual Fund 185 * FID MID CAP IDX Mutual Fund | — | — | — | $13K | 0.1% | |
| AF TRGT DATE 2010 R6 Mutual Fund | — | — | — | $8K | <0.1% | |
| PGIM ST CORP BOND R6 Mutual Fund | — | — | — | $5K | <0.1% | |
| BLKRK INFL PRO BD K Mutual Fund | — | — | — | $3K | <0.1% | |
| AF TRGT DATE 2020 R6 Mutual Fund | — | — | — | $1K | <0.1% | |
| AF TRGT DATE 2055 R6 Mutual Fund 535 COL SM CAP INDEX I Mutual Fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using GALLAGHER FIDUCIARY ADVISORS, LLC
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
$11.2B · 28,308 participants
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN
$9.3B · 28,079 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
BOARD OF TRUSTEES OF NYCDCC PENSION FUND
NEW YORK DISTRICT COUNCIL OF CARPENTERS PENSION PL
$5.1B · 10,590 participants
PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN
MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN
$4.8B · 1,098 participants
Similar-size Manufacturing plans
CHEESE MERCHANTS OF AMERICA, LLC
CHEESE MERCHANTS OF AMERICA, LLC 401(K) PLAN AND TRUST
$13.4M · 176 participants
GALLOWAY COMPANY, INC
GALLOWAY COMPANY INC. UNION 401(K) PLAN
$12.9M · 89 participants
CRYSTAL CREAMERY, INC.
CRYSTAL CREAMERY PENSION PLAN
$13.4M · 44 participants
SABROSURA FOODS, LLC
SABROSURA FOODS, LLC RETIREMENT SAVINGS PLAN
$13.5M · 466 participants
NUCAL FOODS, INC.
NUCAL FOODS, INC. 401(K) PROFIT SHARING PLAN
$12.9M · 70 participants
SMITH BROTHERS HOLDINGS, INC.
SMITH BROTHERS FARMS 401K PROFIT SHARING PLAN
$12.7M · 238 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B