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Original filing (PDF)20251015080440NAL0005473920001
MUELLER GROUP, LLC
Form 5500
FILING_RECEIVED
MUELLER GROUP, LLC RETIREMENT SAVINGS PLAN NO. 2
401(k) retirement plan
Signals · 1
93% in single holding
Active participants
1,437
Accounts w/ balance
1,703
Plan assets (EOY)
$59.9M
Net assets (EOY)
$59.9M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Interest held in Master Trust, at fair value Mutual funds -" is 93% of plan.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUELLER GROUP, LLC.
Plan sponsor
Name
MUELLER GROUP, LLC
EIN
37-1387813
Address
1200 ABERNATHY RD, NE, SUITE 1200 · ATLANTA, GA · 30328
Phone
(770) 206-4200
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Investments
2 direct securities · 1 pooled fund· $116.0M(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
$59.9M
2 holdings
Master Trust
$56.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest held in Master Trust, at fair value Mutual funds - | — | — | — | $56.0M | 93.5% | |
| MUELLER GROUP, LLC DC MASTER TRUST MUELLER GROUP, LLC · EIN 04-3521107 / PN 001 | Master Trust | — | — | $56.0M | 93.5% | |
| Notes receivable from participants Interest rates from 4.25% to 9.5% maturing at various dates through October 2037 - | — | — | — | $3.9M | 6.5% |
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