Plan Ledger DOL Form 5500 · updated monthly

Mallory & Evans Development, LLC401(k)

MALLORY & EVANS DEVELOPMENT, LLC 401(K) PLAN · SCOTTDALE, GA · plan year 2022

Reported admin expense ratio · 2022
0.50%

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

Mallory & Evans Development, LLC reported $17,194 in plan administrative expenses for 2022: 0.50% of average plan assets, above the peer median. Employer contributions averaged $884 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Georgia (1,819th of 2,160), and 1,716th of 2,096 in real estate & leasing. In 2022, employees put in $3.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,094,997
Participants with balances74
Active participants76
Employer contributions$67,183
Employee contributions$262,861
Employer contribution per active participant$884
Average account balance$41,824
Benefits paid to participants$179,202
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,194
Total administrative$17,194
The Mallory & Evans Development, LLC 401(k) match · 2022
Employer contribution per active participant$884
Median for plans this size$1,114

Mallory & Evans Development, LLC's 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,194 · 0.50%
Similar plansReal Estate & Leasing · Georgia
Stonemark Management, LLC GA$4.5M · 1.50%
Talon Management, LLC GA$4.2M · 0.99%
Novation Companies, Inc. GA$4.1M · 1.12%
Acm, LLC GA$3.2M · 0.85%
Knockaway Inc. GA$2.7M · 0.22%
Lek Holdings Inc. GA$2.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760716934 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.