Plan Ledger DOL Form 5500 · updated monthly

Malk Sustainability Partners, LLCESOP

MALK EMPLOYEE STOCK OWNERSHIP PLAN · LA JOLLA, CA · plan year 2024

Plan assets · 2024
$12.4M

Malk Sustainability Partners, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $12,360,090 across 130 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (4,904th of 9,483), and 7,282nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$12,360,090
Participants with balances130
Active participants0
Employer contributions$1,594,388
Employee contributions—
Employer contribution per active participant—
Average account balance$95,078
Plan auditUnmodified (clean) audit opinion
AuditorLEVITZACKS CPAS, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$12.4M · 130 accts · $1.6M emplr
2023$6.6M · 126 accts · $2.5M emplr
Administrative cost history2
2024Not separately reported
2023$200 · 0.00%
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Source: U.S. Department of Labor, Form 5500 series, EIN 464784414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.