Plan Ledger DOL Form 5500 · updated monthly

Mueller Roofing Distributors, Inc.401(k)

MUELLER COMPANIES PROFIT SHARING PLAN & TRUST · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Mueller Roofing Distributors, Inc. reported $44,475 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,771 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 3 years on file its reported administrative ratio has held roughly steady near 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (1,987th of 3,295), and 2,629th of 5,215 in retail trade. In 2024, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,985,887
Participants with balances201
Active participants171
Employer contributions$302,812
Employee contributions$760,720
Employer contribution per active participant$1,771
Average account balance$49,681
Benefits paid to participants$451,962
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 201 accts · $303K emplr
2023$8.4M · 200 accts · $254K emplr
2022$7.7M · 184 accts · $246K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,167
Investment management$4,808
Total administrative$44,475
The Mueller Roofing Distributors, Inc. 401(k) match · 2024
Employer contribution per active participant$1,771
Median for plans this size$1,313
2024$1,771 per active participant
2023$1,470 per active participant
2022$1,576 per active participant

Mueller Roofing Distributors, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20244
MUELLER ROOFING DISTRIBUTORS INC$12,500
EMPOWER ADVISORY GROUP, LLC · Investment management$4,780
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$28

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

Administrative cost history3
2024$44,475 · 0.48%
2023$22,316 · 0.28%
2022$38,372 · 0.46%
Same employer
Similar plansRetail Trade · Ohio
Beck Suppliers, Inc. OH$10.7M · 0.67%
Icp, Inc. OH$10.6M · 0.59%
Mta Investments, Inc. OH$10.4M · 1.24%
Hissong Group, Inc. OH$10.3M · 0.36%
Metro Toyota OH$9.9M · 0.43%
Pure Romance, LLC OH$9.9M · 0.59%
Remke Markets, Inc. OH$9.8M · 0.45%
Greenwood Chevrolet, Inc. OH$9.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310918147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.