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Original filing (PDF)20251002134507NAL0000337523001
MUELLER INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
MUELLER INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,360
Accounts w/ balance
2,288
Plan assets (EOY)
$180.0M
Net assets (EOY)
$180.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUELLER INDUSTRIES, INC..
Plan sponsor
Name
MUELLER INDUSTRIES, INC.
EIN
25-0790410
Address
150 SCHILLING BOULEVARD · SUITE 200 · COLLIERVILLE, TN · 38017
Phone
(901) 753-3214
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
015
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $207K | — |
Investments
30 direct securities · 2 pooled funds· $185.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$149.6M
28 holdings
Mutual Funds
$24.3M
1 holding
Pooled Separate Accounts
$5.9M
1 holding
Pooled Separate Account
$5.9M
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund | Mutual Funds | — | — | $24.3M | 13.5% | |
| Fully benefit-responsive investment contract * Principal Fixed Income Guaranteed Option | — | — | — | $17.7M | 9.9% | |
| Neuberger & Berman Genesis Trust Fund | — | — | — | $16.7M | 9.3% | |
| Fidelity 500 Index Fund | — | — | — | $16.7M | 9.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $11.9M | 6.6% | |
| Janus Henderson Enterprise Fund | — | — | — | $10.7M | 5.9% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $9.3M | 5.2% | |
| Vanguard Dividend Growth Fund | — | — | — | $7.6M | 4.2% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $6.6M | 3.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $6.5M | 3.6% | |
| * Principal Capital Appreciation Separate Account | Pooled Separate Accounts | — | — | $5.9M | 3.3% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $5.9M | 3.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $5.6M | 3.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $5.3M | 2.9% | |
| Vanguard Target Retirement Fund | — | — | — | $4.8M | 2.7% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $3.2M | 1.8% | |
| PIMCO Total Return Advisor Fund | — | — | — | $3.1M | 1.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $3.1M | 1.7% | |
| Fidelity US Bond Index Fund | — | — | — | $2.8M | 1.5% | |
| Columbia Total Return Bond Fund | — | — | — | $2.8M | 1.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.7M | 1.5% | |
| American Funds Europacific Growth Fund | — | — | — | $2.4M | 1.3% | |
| Participant loans * Loans to participants, interest rates ranged from 4.25% to 9.50% | — | — | — | $1.7M | 1.0% | |
| American Century Equity Income Fund | — | — | — | $1.7M | 1.0% | |
| Vanguard Real Estate Index Fund | — | — | — | $1.6M | 0.9% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $1.3M | 0.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.2M | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.0M | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $726K | 0.4% | |
| Artisan Mid Cap Value Fund | — | — | — | $713K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $136K | <0.1% | |
| COLUMBIA TRUST STBL INC ADM 0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $0 | <0.1% |
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