Plan Snapshot
- Plan Sponsor: Mueller Funeral Homes Of Ozaukee County, INC.
- Sponsor EIN: 391716410
- Sponsor Address: W63 N527 HANOVER AVENUE, CEDARBURG, WI, 53012
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $1.8M | $20,750 | $57,861 |
| 2023 | 6 | $1.4M | $19,392 | $54,700 |
| 2022 | 3 | $1.1M | $15,840 | $46,500 |