Plan Ledger DOL Form 5500 · updated monthly

Albert and Carol Mueller LTD Partnership401(k)

MUELLER MCDONALD'S 401(K) PLAN · CLARKS SUMMIT, PA · plan year 2024

Reported admin expense ratio · 2024
0.57%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Albert and Carol Mueller LTD Partnership reported $10,464 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $600 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Pennsylvania (3,326th of 3,651), and 1,413th of 2,240 in accommodation & food services. In 2024, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 291 to 371 since 2022.

Plan summary
Net assets, end of year$2,120,264
Participants with balances493
Active participants371
Employer contributions$222,772
Employee contributions$244,456
Employer contribution per active participant$600
Average account balance$4,301
Benefits paid to participants$95,641
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 493 accts · $223K emplr
2023$1.5M · 455 accts · $212K emplr
2022$963K · 370 accts · $210K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,477
Total administrative$10,464
The Albert and Carol Mueller LTD Partnership 401(k) match · 2024
Employer contribution per active participant$600
Median for plans this size$1,313
2024$600 per active participant
2023$637 per active participant
2022$721 per active participant

Albert and Carol Mueller LTD Partnership's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$10,464 · 0.57%
2023$3,043 · 0.24%
2022$1,025 · 0.12%
Similar plansAccommodation & Food Services · Pennsylvania
The Lodge at Woodloch PA$2.3M · 1.19%
Thomas E. Strauss, Inc. PA$1.5M · 0.94%
Prospera, LLC PA$1.5M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231984690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.