Employers › Mueller Group › plan 003
Recordkeeping fees per participant · Mueller Group, LLC Retirement Savings Plan No. 2 · plan year 2024
$11.12
Higher than 11% of the 5,847 plans $50 to 250M that report it.
= $18,929 / 1,703
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015080440NAL0005473920001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080440NAL0005473920001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$11.12
Higher than 7% of the 8,758 plans $50 to 250M that report it.
= $18,929 / 1,703
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015080440NAL0005473920001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080440NAL0005473920001, received 2025-10-15
Administrative expenses per participant
$11.12
Higher than 4% of the 9,042 plans $50 to 250M that report it.
= $18,929 / 1,703
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015080440NAL0005473920001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080440NAL0005473920001, received 2025-10-15
Administrative expenses as a share of assets
0.032%
Higher than 13% of the 9,049 plans $50 to 250M that report it.
= $18,929 / $59,927,407
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015080440NAL0005473920001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015080440NAL0005473920001, received 2025-10-15
Employer contributions per participant
$1,556
Higher than 22% of the 9,105 plans $50 to 250M that report it.
= $2,650,591 / 1,703
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015080440NAL0005473920001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080440NAL0005473920001, received 2025-10-15
Employer share of total contributions
41.0%
Higher than 78% of the 9,112 plans $50 to 250M that report it.
= $2,650,591 / $6,470,996
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015080440NAL0005473920001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015080440NAL0005473920001, received 2025-10-15
93.5% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($11.12 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015080440NAL0005473920001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MUELLER GROUP, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Plan name | MUELLER GROUP, LLC RETIREMENT SAVINGS PLAN NO. 2 | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Sponsor EIN / plan number | 37-1387813 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Sponsor location | ATLANTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Participants, beginning of year | 1,599 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Active participants | 1,437 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Participants, end of year | 1,855 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Participants with an account balance | 1,703 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Total assets, beginning of year | $52,659,611 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Total assets, end of year | $59,927,407 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Net assets, end of year | $59,927,407 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Total income | $14,940,374 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Net income | $7,624,588 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Employer contributions | $2,650,591 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Participant contributions | $3,427,134 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $393,271 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Total contributions | $6,470,996 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Benefit payments | $7,273,878 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $7,315,786 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Total administrative expenses | $18,929 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Recordkeeping fees | $18,929 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Administrative expenses excluding investment management | $18,929 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Held in master trusts | $56,028,523 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015080440NAL0005473920001, received 2025-10-15 |
| Independent auditor | BENNETT THRASHER | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015080440NAL0005473920001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015080440NAL0005473920001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $18,929 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015080440NAL0005473920001, received 2025-10-15.
MUELLER GROUP, LLC DC MASTER TRUST (EIN 043521107, PN 001): plan interest $56,028,523, 19.4% of the trust. The trust's own filing (20251015075238NAL0004280625001, received 2025-10-15) reports net assets $289,485,568, administrative expenses $0, recordkeeping fees $0, investment management fees $0 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $52,659,611 | $59,927,407 | 13.8% |
| Participants with a balance | 1,497 | 1,703 | 13.8% |
| Administrative expenses | $17,288 | $18,929 | 9.5% |
| Recordkeeping fees per participant | $11.55 | $11.12 | -3.8% |
| Employer contributions | $2,086,625 | $2,650,591 | 27.0% |
Prior filing 20241015134654NAL0014749987001, received 2024-10-15; the plan years are contiguous.