The Mallory Group 401(k) Savings Plan
Sponsored by The Mallory Group Incorporated · EIN 620291330 · Plan #004
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 384
- With balances
- 299
Plan year beginning 08/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $83,041 |
| Raymond James & Associates Inc | Investment advisory (plan) | $67,389 |
| Forvis | Accounting | $16,958 |