Plan Snapshot
- Plan Sponsor: Mueller Industries, INC.
- Sponsor EIN: 250790410
- Sponsor Address: 150 SCHILLING BOULEVARD, COLLIERSVILLE, TN, 38017
- Plan Type: 401(k)
- Plan Number: 512
- Total Participants: 3,412
- Total Assets: $974,201
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,412 | $974,201 | $18.1M | $7.1M |
| 2023 | 2,457 | $533,015 | $16.4M | $7.4M |
| 2022 | 2,335 | $574,027 | $17.2M | $7.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BCBST | Other Service Provider | $836,952 | $25,138 | $862,090 |
| BSWIFT | Other Service Provider | $215,425 | — | $215,425 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,077,515
- Estimated Expense Ratio: 110.605% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,284,634 | — | $1,284,634 | — | — |
| 2023 | $1,428,509 | — | $1,428,509 | — | — |
| 2022 | $1,304,288 | — | $1,304,288 | — | — |