Luvata Appleton, Llc 401(k) Plan: Login, Facts & Contact Information

Luvata Appleton, Llc 401(k) Plan Facts

Plan name
LUVATA APPLETON LLC INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LUVATA APPLETON, LLC
Participants
218 (182 active employees)
Former employees with a balance
35
Plan assets
$35,487,613 at Dec 31, 2024
Average account balance
$162,787 across 218 accounts
Employer contributions
$666,637 in plan year 2024 (22% of all contributions)
Recordkeeper
T Rowe Price Rps Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1984
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.01 million went into the plan in contributions, $666,637 of it from the employer (22%).
  • $5.86 million was paid out to participants.
  • Investment and other income added $4.28 million.
  • Administrative expenses were $50,001, about $229 per account.

How the Luvata Appleton, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019177$24.6 million$443,350$2.42 million
2020193$34.0 million$689,450$1.55 million
2021197$34.9 million$540,474$4.89 million
2022199$29.0 million$599,284$2.28 million
2023225$34.1 million$662,934$1.85 million
2024218$35.5 million$666,637$5.86 million

Luvata Appleton, Llc 401(k) Contact Information

Phone
920-738-5087
Mailing address
553 CARTER COURT, KIMBERLY WI 54136
Plan sponsor
LUVATA APPLETON, LLC
Employer identification number (EIN)
39-1714255
Plan number
004

Questions about the Luvata Appleton, Llc 401(k)

Does Luvata Appleton, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $666,637, 22% of all contributions.

Does the Luvata Appleton, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Luvata Appleton, Llc 401(k) plan?

218 participants at the start of plan year 2024, 182 of them active employees, and 35 former employees who still had money in the plan.

What is the average 401(k) balance at Luvata Appleton, Llc?

About $162,787 per account: $35.5 million in plan assets across 218 accounts with a balance at the end of plan year 2024.

Who manages the Luvata Appleton, Llc 401(k) accounts?

T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Luvata Appleton, Llc. How do I access my 401(k)?

Your account stays with T. Rowe Price after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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