Mueller Group, LLC Retirement Savings Plan No. 2 — Form 5500 plan (Mueller Group, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mueller Group, LLC Retirement Savings Plan No. 2 is a benefit plan reported by Mueller Group, LLC under EIN 37-1387813 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,870 participants and $52,659,611 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mueller Group, LLC
EIN
37-1387813
Plan number
003
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
1,870
End-of-year plan assets
$52,659,611

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,870H, C20241015134654NAL0014749987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,659,611
Total liabilities (EOY)
$0
Net assets (EOY)
$52,659,611
Net assets (BOY)
$45,500,746

Income & contributions

Employer contributions
$2,086,625
Participant contributions
$2,690,062
Total contributions
$5,121,114
Total income / additions
$13,724,571

Expenses & distributions

Benefits paid
$6,207,703
Administrative expenses
$17,288
Total expenses
$6,244,119
Net increase / (decrease)
$7,480,452

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$17,288not reported in the loaded dataset2023

Related Form 5500 pages