Paul Mueller Company Profit Sharing And Retirement Savings Plan
Sponsored by Paul Mueller Company · EIN 440520907 · Plan #006
- Total assets
- $69.8M
- Net assets
- $69.8M
- Active participants
- 744
- With balances
- 1,057
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $112,496 |
| The Whitlock Company Llp | Accounting, Direct payment from the plan | $11,600 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $100 |