Retirement plan

PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Name: PAUL MUELLER COMPANY - PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN (2023) Form 5500
Creator: PAUL MUELLER COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN, PAUL MUELLER COMPANY

PAUL MUELLER COMPANYEIN 44-0520907Plan #006PY 2023

1600 W. PHELPS ST. - SPRINGFIELD, MO 65802417-831-3000paulmueller.comLinkedIn501-1000 employeesmechanical or industrial engineering

Other plans on this EIN

2 filings

#001Retirement-$597K assets #002Retirement-$265K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$65.2M

+19.9% from 2022

Total participants

1,009

+3.1% from 2022

Average account balance

$65,393

+13.5% from 2022

Annual return

24.73%

+41.19 pp from 2022

Benchmarks

See 2,427 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,427 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$69.81M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$66K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,057

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.98M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$117

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS9+ years Service code 12 · EIN 13-3689044	Recordkeeping and information managem...	$94,849
UBS FINANCIAL SERVICES INC8 years Service code 16 · EIN 13-2638166	Consulting	$27,961
THE WHITLOCK COMPANY9+ years Filed as: THE WHITLOCK COMPANY LLP Service code 10 · EIN 43-1365401	Accounting	$10,975
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$66
CHARLES SCHWAB & CO., INC.8 years Service code 33	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2J2K2R2S2T3D3H

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$134K

$202 / participant

Recordkeeping$95K70.9%
Investment mgmt$28K20.9%
Salaries / allowances$11K8.2%

% of EOY assets

0.205%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: THE WHITLOCK COMPANY, LLP
Auditor EIN: 431365401
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,393

$99,078-34.0%

$96,544-32.3%

$74,419-12.1%

Participation rate

98.2%

80.7%+17.5pp

76.0%+22.2pp

70.7%+27.5pp

Annual return

24.73%

22.48%+2.2pp

25.84%-1.1pp

34.38%-9.6pp

Employer contribution / active EE

$2,136

$2,570-16.9%

$2,965-28.0%

$2,637-19.0%

Participant deferral / active EE

$5,596

$4,933+13.4%

$4,851+15.4%

$4,528+23.6%

Admin fee / account holder

$134

$225-40.2%

$8,252-98.4%

$348-61.4%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS9+ years

Service code 12 · EIN 13-3689044

Recordkeeping and information managem...

$94,849

UBS FINANCIAL SERVICES INC8 years

Service code 16 · EIN 13-2638166

Consulting

$27,961

THE WHITLOCK COMPANY9+ years

Filed as: THE WHITLOCK COMPANY LLP

Service code 10 · EIN 43-1365401

Accounting

$10,975

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO, INC.

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$66

CHARLES SCHWAB & CO., INC.8 years

Service code 33

Securities brokerage commissions and ...

PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion