Plan Snapshot
- Plan Sponsor: Mueller Streamline Company
- Sponsor EIN: 481100985
- Sponsor Address: 150 SCHILLING BOULEVARD, SUITE 200, COLLIERVILLE, TN, 38017
- Plan Type: 401(k)
- Total Participants: 1,044
- Total Assets: $17.7M
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 | 1,044 | $17.7M | $888,021 | $1.2M |
| 2023 | 962 | $16.1M | $861,219 | $1.1M |
| 2022 | 922 | $14.4M | $408,699 | $660,825 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $44,882 | — | $44,882 | — | — |
| 2023 | $44,505 | — | $44,505 | — | — |
| 2022 | $32,956 | — | $32,956 | — | — |