Plan Ledger DOL Form 5500 · updated monthly

The Mallory Group Incorporated401(k)

THE MALLORY GROUP 401(K) SAVINGS PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

The Mallory Group Incorporated reported $167,388 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $940 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 rose from 0.35% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 426th-largest of 1,496 plans among Tennessee employers on file, and the 565th of 2,677 in transportation & warehousing. In 2024, employees put in $3.76 for every $1.00 the employer contributed; active participation has grown from 286 to 384 since 2022.

Plan summary
Net assets, end of year$29,262,999
Participants with balances299
Active participants384
Employer contributions$360,805
Employee contributions$1,357,702
Employer contribution per active participant$940
Average account balance$97,870
Benefits paid to participants$3,181,314
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 299 accts · $361K emplr
2023$27.4M · 310 accts · $308K emplr
2022$19.8M · 278 accts · $300K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,041
Investment management$67,389
Audit (IQPA)$16,958
Total administrative$167,388
The The Mallory Group Incorporated 401(k) match · 2024
Employer contribution per active participant$940
Median for plans this size$2,416
2024$940 per active participant
2023$935 per active participant
2022$1,050 per active participant

The Mallory Group Incorporated'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$83,041
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$67,389
FORVIS · Accounting / audit$16,958

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$167,388 · 0.59%
2023$85,871 · 0.36%
2022$66,662 · 0.35%
All plans at this employer2
THE MALLORY GROUP RETIREMENT SAVINGS PLANProfit-sharing plan
THE MALLORY GROUP 401(K) SAVINGS PLAN401(k)
Same employer
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V Alexander & Co., Inc. TN$36.0M · 0.42%
Paladin Capital, Inc. TN$26.6M · 0.53%
Cryoport, Inc. TN$22.3M · 0.31%
Vrc Companies, LLC TN$21.7M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620291330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.