A current plan document is needed to verify the formula.
BLAKE M MUELLER DDS PC
BLAKE M MUELLER DDS PC 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2025
Plan summary
The numbers that matter first
On the filing measures we can compare, this plan looks broadly typical among similar plans.
out of 100
$2,135 was reported per active participant, but this is not a match limit.
A dated plan document is needed.
Plan-paid administrative cost per participant; fund and employee fees may be separate.
The public filing does not provide a current, complete fund menu.
A current plan document is needed.
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 1.1% of assets
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
How this filing compares
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, BLAKE M MUELLER DDS PC reported $23,482 in employer contributions across this plan, or $2,135 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $23,482 $2,135 per active participant
- Participant contributions
- $89,704
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 20.7%
- Active participants
- 11 Small plan
- Total participants
- 17 19 at the beginning of the year
- Ending assets
- $2,099,806 $123,518 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $1,849,983
- Ending net assets
- $2,099,806
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $404,112
- Total expenses
- $154,289
- Administrative expenses
- $21,954 $1,291 per active participant
- Participant loans
- $22,494 1.1% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $2,135 | 11 | 2.1M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 1.1%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 911867151-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2003
- Industry
- Health care and social assistance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F3D2G2S2J2T2K
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
What it says about vesting
equals the fair value of the Company’s stock on the grant date and is amortized into compensation expense on a straight-line or accrual basis over its vesting period based on its vesting schedule. The weighted average grant-date fair value of awards granted during 2025, 2024, and 2023 was $ 77.30 , $ 62.91 , and $ 36.88 , respectively. The aggregate intrinsic value of outstanding and unvested awards was $ 36.0 million at December 27, 2025. The total fair value of awards that vested was $ 3.4 million, $ 4.8 million, and $ 7.7 million in 2025, 2024, and 2023, respectively. F-58 Performance Stock Awards Performance stock awards require achievement of certain performance criteria which are predefined by the Compensation Committee of the Board of Directors at the time of grant. The fair value
What it says about fees
posed of certain operating segments that are aggregated primarily by the nature of products offered. These are the Piping Systems, Industrial Metals, and Climate segments. Certain administrative expenses and expenses related primarily to retiree benefits at inactive operations are combined into the Corporate and Eliminations classification. Financial information concerning segments and geographic information appears under “ Note 3 – Segment Information ” in the Notes to Consolidated Financial Statements, which is incorporated herein by reference. New housing starts and commercial construction are important determinants of our sales to the heating, ventilation, and air-conditioning (HVAC), refrigeration, and plumbing markets because the principal end use of a significant portion of our prod
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.