Plan Ledger DOL Form 5500 · updated monthly

Mallory Safety and Supply LLC401(k)

MALLORY SAFETY AND SUPPLY EMPLOYEES RETIREMENT PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Mallory Safety and Supply LLC reported $30,243 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $949 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 5 years on file its reported administrative ratio fell from 0.26% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 428th-largest of 1,021 plans among Oregon employers on file, and 2,342nd of 4,246 in wholesale trade. In 2024, employees put in $3.10 for every $1.00 the employer contributed; active participation has grown from 275 to 501 since 2019.

Plan summary
Net assets, end of year$15,246,810
Participants with balances510
Active participants501
Employer contributions$475,617
Employee contributions$1,475,192
Employer contribution per active participant$949
Average account balance$29,896
Benefits paid to participants$467,050
Plan auditUnmodified (clean) audit opinion
AuditorMICHELLE SEMIGLIA, CPA
Plan history6
Yearassets · accounts · employer contribution
2024$15.2M · 510 accts · $476K emplr
2023$12.0M · 462 accts · $424K emplr
2022$10.3M · 423 accts · $386K emplr
2021$11.1M · 373 accts · $332K emplr
2020$8.6M · 311 accts · $245K emplr
2019$6.4M · $181K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,243
Total administrative$30,243
The Mallory Safety and Supply LLC 401(k) match · 2024
Employer contribution per active participant$949
Median for plans this size$2,416
2024$949 per active participant
2023$941 per active participant
2022$939 per active participant
2021$859 per active participant
2020$696 per active participant

Mallory Safety and Supply LLC'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
EMPLOYEE FIDUCIARY LLC · Recordkeeping$30,342

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

Recordkeeper by year2
2024EMPLOYEE FIDUCIARY LLC
2023EMPLOYEE FIDUCIARY LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history6
2024$30,243 · 0.22%
2023$27,223 · 0.24%
2022$23,427 · 0.22%
2021$20,105 · 0.20%
2020$15,803 · 0.21%
2019$13,304 · 0.26%
Same employer
Similar plansWholesale Trade · Oregon
Houstons, Inc. OR$16.7M · 0.10%
McDonald Wholesale Co. OR$16.3M · 0.46%
Portland French LTD. OR$14.0M · 0.00%
Mitchell Lewis & Staver Co. OR$12.2M · 0.62%
Andretti Group OR$11.2M · 0.70%
Triad Machinery, Inc. OR$10.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273905150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.