Plan Snapshot
- Plan Sponsor: Mueller Roofing Distributors, INC.
- Sponsor EIN: 310918147
- Sponsor Address: 327 E WYOMING AVE, CINCINNATI, OH, 45215
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 171 | $10.0M | $302,812 | $760,720 |
| 2023 | 173 | $8.4M | $254,260 | $716,886 |
| 2022 | 156 | $7.7M | $245,887 | $626,983 |
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 |
|---|---|---|---|---|
| BARNES DENNIG & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $44,475 | $4,808 | — | — | — |
| 2023 | $22,316 | $4,290 | — | — | — |
| 2022 | $38,372 | — | $38,372 | — | — |