PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Luvata Appleton, LLC

Filings through Oct 24, 2026.

Luvata Appleton, LLC

EIN 39-1714255-mining & metals-Latest filing 2025
Plans
1
Retirement
1
$40.1M assets
Health & Benefits
0
Participants
430
553 CARTER COURT - KIMBERLY, WI 54136920-738-5087mmluvata.comLinkedIn51-200 employeesmining & metals
Plans on this EIN
1 filing
#004401(k)-$40.1M - 430 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#004

LUVATA APPLETON LLC INVESTMENT PLAN

401(k)

Assets$40.1M
Participants430
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004LUVATA APPLETON LLC INVESTMENT PLAN401(k)$40.1M4302025
  • LUVATA APPLETON LLC INVESTMENT PLAN$40.1M
    #004 · 401(k) · 2025430
Retirement plans
Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica