Plan Ledger DOL Form 5500 · updated monthly

Mueller-Yurgae Associates, Inc.401(k)

MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · GRIMES, IA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Mueller-Yurgae Associates, Inc. reported $78,910 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,953 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 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 384th-largest of 878 plans among Iowa employers on file, and the 1,822nd of 4,246 in wholesale trade. In 2024, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,894,006
Participants with balances248
Active participants209
Employer contributions$408,253
Employee contributions$1,193,678
Employer contribution per active participant$1,953
Average account balance$84,250
Benefits paid to participants$1,746,816
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 248 accts · $408K emplr
2023$18.9M · 237 accts · $372K emplr
2022$16.0M · 237 accts · $348K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,971
Investment management$44,939
Total administrative$78,910
The Mueller-Yurgae Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$1,953
Median for plans this size$2,416
2024$1,953 per active participant
2023$1,907 per active participant
2022$1,705 per active participant

Mueller-Yurgae Associates, Inc.'s 2024 employer contribution ran below the $2,416 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
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$33,971
STEELE CAPITAL MANAGEMENT, INC. · Investment advisory (participants) · Investment advisory (plan)$44,939
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$78,910 · 0.40%
2023$78,934 · 0.45%
2022$68,968 · 0.38%
Same employer
Similar plansWholesale Trade · Iowa
Brownells, Inc. IA$23.4M · 0.52%
Iowa Beverage Systems, Inc. IA$21.3M · 0.43%
The Vernon Company IA$21.1M · 0.11%
Igd Industries, Inc. IA$20.5M · 0.42%
O'Rourke Bros., Inc. IA$18.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421034361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.