Plan Ledger DOL Form 5500 · updated monthly

Paul Mueller Company401(k)

PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN · SPRINGFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Paul Mueller Company reported $124,196 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,274 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 fell from 0.21% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 258th-largest of 1,393 plans among Missouri employers on file, and the 2,473rd of 13,661 in manufacturing. In 2024, employees put in $2.54 for every $1.00 the employer contributed; active participation has grown from 661 to 744 since 2022.

Plan summary
Net assets, end of year$69,808,748
Participants with balances1,057
Active participants744
Employer contributions$1,691,629
Employee contributions$4,288,804
Employer contribution per active participant$2,274
Average account balance$66,044
Benefits paid to participants$9,889,014
Plan auditUnmodified (clean) audit opinion
AuditorTHE WHITLOCK COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$69.8M · 1,057 accts · $1.7M emplr
2023$65.2M · 997 accts · $1.4M emplr
2022$54.4M · 944 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$112,496
Investment management$100
Audit (IQPA)$11,600
Total administrative$124,196
The Paul Mueller Company 401(k) match · 2024
Employer contribution per active participant$2,274
Median for plans this size$3,635
2024$2,274 per active participant
2023$2,136 per active participant
2022$1,552 per active participant

Paul Mueller Company's 2024 employer contribution ran below the $3,635 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$112,496
THE WHITLOCK COMPANY LLP · Accounting / audit$11,600
CHARLES SCHWAB & CO, INC. · Securities brokerage$100

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$124,196 · 0.18%
2023$133,851 · 0.22%
2022$127,684 · 0.21%
Same employer
Similar plansManufacturing · Missouri
Vi-Jon, LLC MO$72.0M · 0.15%
Buckeye International, Inc. MO$64.8M · 0.15%
Beltservice Corporation MO$64.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440520907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.