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Original filing (PDF)20251015080710NAL0002005571001
MUELLER GROUP, LLC
Form 5500
FILING_RECEIVED
MUELLER GROUP, LLC RETIREMENT SAVINGS PLAN NO. 1
401(k) retirement plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
1,552
Accounts w/ balance
1,983
Plan assets (EOY)
$236.8M
Net assets (EOY)
$236.8M
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)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Interest held in Master Trust, at fair value Mutual funds -" is 99% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities · 1 pooled fund· $470.3M(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
$236.8M
2 holdings
Master Trust
$233.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest held in Master Trust, at fair value Mutual funds - | — | — | — | $233.5M | 98.6% | |
| MUELLER GROUP, LLC DC MASTER TRUST MUELLER GROUP, LLC · EIN 04-3521107 / PN 001 | Master Trust | — | — | $233.5M | 98.6% | |
| Notes receivable from participants Interest rates from 4.25% to 9.5% maturing at various dates through January 2024 - | — | — | — | $3.4M | 1.4% |
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