Original filing (PDF)20250923083636NAL0006099905001

MILBERT COMPANY, INC. DBA CULLIGAN WATER CONDITIONING

Name: MILBERT COMPANY, INC. DBA CULLIGAN WATER CONDITIONING — MILBERT COMPANY, INC. DBA CULLIGAN WATER CONDITIONING SAVINGS PLAN, Form 5500 (2024)
Creator: MILBERT COMPANY, INC. DBA CULLIGAN WATER CONDITIONING

Form 5500-SF

FILING_RECEIVED

MILBERT COMPANY, INC. DBA CULLIGAN WATER CONDITIONING SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 MILBERT COMPANY, INC. DBA CULLIGAN WATER CONDITIONING.

Plan sponsor

Name

MILBERT COMPANY, INC. DBA CULLIGAN WATER CONDITIONING

EIN

41-0643319

Address

1801 - 50TH STREET E. · INVER GROVE HEIGHTS, MN · 55077

Phone

(651) 451-2241

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-09-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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