Plan Snapshot
- Plan Sponsor: Paul Mueller Company
- Sponsor EIN: 440520907
- Sponsor Address: 1600 W. PHELPS ST., SPRINGFIELD, MO, 65802
- Plan Type: 401(k)
- Total Participants: 744
- Total Assets: $69.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 744 | $69.8M | $1.7M | $4.3M |
| 2023 | 664 | $65.2M | $1.4M | $3.7M |
| 2022 | 661 | $54.4M | $1.0M | $3.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $112,496 | — | $112,496 |
| THE WHITLOCK COMPANY LLP | AUDITOR | $11,600 | — | $11,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- THE WHITLOCK COMPANY LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,096
- Estimated Expense Ratio: 0.178% 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 | $124,196 | $100 | — | $11,600 | — |
| 2023 | $133,851 | $28,027 | — | — | — |
| 2022 | $127,684 | $28,786 | — | — | $10,450 |