Julie Szewczyk signed Mueller Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mueller Services, Inc.'s EIN is 16-1560000.
Download the official 2024 Form 5500 (PDF) for Mueller Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mueller Services, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INC CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARDARET GRANT & CO INC | — | SYRACUSE, NY | INVESTMENT ADVISOR | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $366K | 16.7% | |
| MASSMUTUAL BLUE CHIP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $282K | 12.8% | |
| Massachusetts Mutual Life Insurance Co. Select T. Rowe Price Retirement 2030 Fund R | Common Stocks | — | — | $164K | 7.5% | |
| MASSMUTUAL SEL TRP RETIRMNT 2030 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $164K | 7.5% | |
| BNY MELLON DYNAMIC VALUE FUND A BNY MELLON · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $156K | 7.1% | |
| MASSMUTUAL SEL TRP RETIRMNT 2045 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $154K | 7.0% | |
| Massachusetts Mutual Life Insurance Co. Select T. Rowe Price Retirement 2045 Fund R | Common Stocks | — | — | $154K | 7.0% | |
| Massachusetts Mutual Life Insurance Co. Select T. Rowe Price Retirement 2055 Fund R | Common Stocks | — | — | $97K | 4.4% | |
| MASSMUTUAL SEL TRP RETIRMNT 2055 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $97K | 4.4% | |
| AMERICANFUNDS EUROPACIFIC GROWTH R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $92K | 4.2% | |
| MASSMUTUAL CORE BOND ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $81K | 3.7% | |
| Notes receivable from participants (Interest at rates ranging from 10.0% to 10.5%) - | Bonds / Notes | — | — | $74K | 3.4% | |
| EMPOWER S&P SAMLLCAP 600 INDEX INV EMPOWER FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $70K | 3.2% | |
| MASSMUTUAL GLOBAL ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $69K | 3.2% | |
| EMPOWER S&P MID CAP 400 INDEX INV EMPOWER FUND · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $69K | 3.2% | |
| FRANKLIN SMALL CAP GROWTH A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $66K | 3.0% | |
| Massachusetts Mutual Life Insurance Co. Select T. Rowe Price Retirement 2050 Fund R | Common Stocks | — | — | $61K | 2.8% | |
| MASSMUTUAL SEL TRP RETIRMNT 2050 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $61K | 2.8% | |
| Massachusetts Mutual Life Insurance Co. MM Premier Dvrsfd Bond Fund Adm | Common Stocks | — | — | $55K | 2.5% | |
| MASSMUTUAL DIVERSIFIED BOND ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $55K | 2.5% | |
| MACQUARIE EMERGING MARKETS R MACQUARIE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $50K | 2.3% | |
| Massachusetts Mutual Life Insurance Co. Select T. Rowe Price Retirement 2035 Fund R | Common Stocks | — | — | $44K | 2.0% | |
| MASSMUTUAL SEL TRP RETIRMNT 2035 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $44K | 2.0% | |
| Massachusetts Mutual Life Insurance Co. Guaranteed Interest Account | Common Stocks | — | — | $39K | 1.8% | |
| Massachusetts Mutual Life Insurance Co. Select T. Rowe Price Retirement 2040 Fund R | Common Stocks | — | — | $34K | 1.5% | |
| MASSMUTUAL SEL TRP RETIRMNT 2040 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $34K | 1.5% | |
| Massachusetts Mutual Life Insurance Co. Select T. Rowe Price Retirement 2025 Fund R | Common Stocks | — | — | $33K | 1.5% | |
| MASSMUTUAL SEL TRP RETIRMNT 2025 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $33K | 1.5% | |
| AB GLOBAL BOND A ALLIANCE BERNSTEIN · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $33K | 1.5% | |
| Massachusetts Mutual Life Insurance Co. Blackrock Mid-Cap Value Investor A | Common Stocks | — | — | $33K | 1.5% | |
| MASSMUTUAL SEL TRP RETIRMNT 2015 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $21K | 0.9% | |
| Massachusetts Mutual Life Insurance Co. Select T. Rowe Price Retirement 2015 Fund R | Common Stocks | — | — | $21K | 0.9% | |
| MASSMUTUAL HIGH YIELD ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $17K | 0.8% | |
| Massachusetts Mutual Life Insurance Co. Select T. Rowe Price Retirement 2020 Fund R | Common Stocks | — | — | $17K | 0.8% | |
| MASSMUTUAL SEL TRP RETIRMNT 2020 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $17K | 0.8% | |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $9K | 0.4% | |
| VICTORY SYCAMORE SMALL CO OPP R VICTORY CAPITAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $7K | 0.3% | |
| MASSMUTUAL SEL TRP RETIRMNT 2010 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $84 | <0.1% | |
| MASSMUTUAL SEL TRP RETIRMNT BAL M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1 | <0.1% | |
| VIRTUS CEREDEX MIDCAPVALUE EQUITY A VIRTUS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPS PENSION SERVICES | — | WILLIAMSVILLE, NY | THIRDPARTYADMINISTRATOR | $6K | — |
