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Sponsor portfolio

MILWAUKEE TOOL & EQUIPMENT CO., INC

EIN 39-0476730-Manufacturing-Latest filing 2024
Plans
3
Retirement
3
$821K assets
Welfare
0
Participants
43
PO BOX 2039 - MILWAUKEE, WI 53215414-645-0200milwtool.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#001TraditionalDB-$284K - 7 part#002TraditionalDB-$269K - 21 part#003TraditionalDB-$268K - 15 part

Retirement portfolio analytics

3 plans aggregated / $821K assets / 43 participants

Assets by plan

Share of aggregate retirement assets

35%top
  • EMPLOYEES RETIREMENT PLAN (#001)35%
  • EE'S RETIREMENT PLAN (#002)33%
  • CLERICAL EMPLOYEES PENSION (#003)33%
Total $821KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EE'S RETIREMENT PLAN (#002)21
  • CLERICAL EMPLOYEES PENSION (#003)15
  • EMPLOYEES RETIREMENT PLAN (#001)7
Total 43Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MILWAUKEE TOOL HOURLY EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$284K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MILW. TOOL & EQUIP. CO., INC., MILW. MALLEABLE & GREY IRON WORKS DIV. HOURLY EE'S RETIREMENT PLAN

TraditionalDB

Assets$269K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

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

TraditionalDB

Assets$268K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001MILWAUKEE TOOL HOURLY EMPLOYEES RETIREMENT PLANTraditionalDB$284K72024
002MILW. TOOL & EQUIP. CO., INC., MILW. MALLEABLE & GREY IRON WORKS DIV. HOURLY EE'S RETIREMENT PLANTraditionalDB$269K212024
003MILWAUKEE TOOL & EQUIPMENT CO., INC., SALARIED & CLERICAL EMPLOYEES PENSION PLANTraditionalDB$268K152024
Retirement plans
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