Plan Snapshot
- Plan Sponsor: Paul Mueller Company
- Sponsor EIN: 440520907
- Sponsor Address: 1600 W PHELPS, SPRINGFIELD, MO, 65802
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $597,283 | $5.4M | $0 |
| 2022 | 94 | $55.6M | $4.5M | $0 |
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 |
|---|---|---|---|---|
| COMMERCE BANK | Custodian / Trustee | $233,094 | — | $233,094 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $79,044 | — | $79,044 |
| THE WHITLOCK COMPANY | Auditor | $36,550 | — | $36,550 |
| UBS FINANCIAL SERVICES | Recordkeeper | $26,076 | — | $26,076 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
- THE WHITLOCK COMPANY — Auditor
- UBS FINANCIAL SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $374,764
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 | — | — | — | — | — |
| 2023 | $240,994 | — | $13,038 | $18,275 | — |
| 2022 | $480,291 | $27,773 | — | — | $82,764 |