Plan Ledger DOL Form 5500 · updated monthly

Mueller Sports Medicine, Inc.401(k)

MUELLER SPORTS MEDICINE INC. 401(K) RETIREMENT PLAN · PRAIRIE DU SAC, WI · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Mueller Sports Medicine, Inc. reported $3,475 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,104 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 has held roughly steady near 0.019%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 896th-largest of 1,936 plans among Wisconsin employers on file, and the 1,980th of 4,246 in wholesale trade. In 2023, employees put in $3.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,001,035
Participants with balances167
Active participants112
Employer contributions$235,602
Employee contributions$774,731
Employer contribution per active participant$2,104
Average account balance$113,779
Benefits paid to participants$2,919,141
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$19.0M · 167 accts · $236K emplr
2022$17.0M · 172 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,125
Total administrative$3,475
The Mueller Sports Medicine, Inc. 401(k) match · 2023
Employer contribution per active participant$2,104
Median for plans this size$2,440

Mueller Sports Medicine, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
GLOBAL RETIREMENT PARTNERS LLCindirect comp

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

Administrative cost history2
2023$3,475 · 0.02%
2022$3,325 · 0.02%
Same employer
Similar plansWholesale Trade · Wisconsin
The F. Dohmen Co. WI$21.3M · 0.01%
C.J.W., Inc. WI$20.3M
Eilliens Candies, Inc. WI$18.3M · 0.31%
Tall Tree Foods, Inc. WI$18.3M · 0.27%
Dean Distributing, Inc. WI$18.2M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391024736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.