Plan Ledger DOL Form 5500 · updated monthly

Mueller Services, Inc.401(k)

MUELLER SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST · TONAWANDA, NY · plan year 2024

Reported admin expense ratio · 2024
0.61%

Mueller Services, Inc. reported $12,543 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. 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 fell from 0.98% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (5,093rd of 5,648), and 10,825th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,182,168
Participants with balances187
Active participants1,087
Employer contributions—
Employee contributions$326,802
Employer contribution per active participant—
Average account balance$11,669
Benefits paid to participants$361,639
Plan auditUnmodified (clean) audit opinion
AuditorSBFR PARTNERS CPA'S LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.2M · 187 accts
2023$1.9M · 152 accts
2022$1.5M · 108 accts
Administrative expenses, itemized · 2024
Investment management$12,543
Total administrative$12,543
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
PPS PENSION SERVICES · Contract administrator$6,320
CARDARET GRANT & CO INC · Investment advisory (plan)$5,451
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$1,817

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$12,543 · 0.61%
2023$19,483 · 1.13%
2022$17,072 · 0.98%
Same employer
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Legacy Ejy Subsidiary LLC NY$2.5M · 0.63%
The Glimpse Group, Inc. NY$2.4M · 0.88%
Matte Finish LLC NY$2.3M · 0.41%
Npower Inc. NY$2.3M · 1.03%
Emerging 1, Inc NY$2.1M · 0.66%
Namely, Inc. NY$1.9M · 0.00%
Mealogic, Inc. NY$1.9M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161560000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.