# Paul Mueller Company 401(k) Plan
Source: https://planprovider.pro/companies/paul-mueller-company-401k-plan

> Paul Mueller Company&#39;s 401(k) plan: 744 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [THE WHITLOCK COMPANY LLP](https://planprovider.pro/provider/the-whitlock-company) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/paul-mueller-company-401k-plan)

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