Plan Ledger DOL Form 5500 · updated monthly

Malco Management Company401(k)

MALCO MANAGEMENT COMPANY 401(K) PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Malco Management Company reported $8,376 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $324 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.09% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Tennessee (804th of 1,496), and 1,452nd of 2,199 in information & media. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has grown from 587 to 927 since 2022.

Plan summary
Net assets, end of year$10,873,652
Participants with balances195
Active participants927
Employer contributions$300,000
Employee contributions$415,523
Employer contribution per active participant$324
Average account balance$55,762
Benefits paid to participants$792,571
Plan auditUnmodified (clean) audit opinion
AuditorTHE MARSTON GROUP, PLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 195 accts · $300K emplr
2023$9.4M · 201 accts · $315K emplr
2022$7.9M · 163 accts · $300K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,376
Total administrative$8,376
The Malco Management Company 401(k) match · 2024
Employer contribution per active participant$324
Median for plans this size$2,416
2024$324 per active participant
2023$510 per active participant
2022$511 per active participant

Malco Management Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$8,376 · 0.08%
2023$4,583 · 0.05%
2022$8,093 · 0.09%
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Lewisburg Printing, LLC TN$18.9M · 0.52%
Bentkey Services, LLC TN$11.2M · 0.78%
The Production Hive, LLC TN$8.0M · 0.93%
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Source: U.S. Department of Labor, Form 5500 series, EIN 621571990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.