Plan Ledger DOL Form 5500 · updated monthly

Tom Malloy Corporation401(k)

TOM MALLOY CORPORATION 401(K) PROFIT SHARING PLAN · COMPTON, CA · plan year 2023

Reported admin expense ratio · 2023
0.22%

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

Tom Malloy Corporation reported $50,716 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,640 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 1 year on file its reported administrative ratio rose from 0.19% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,972nd-largest of 9,483 plans among California employers on file, and the 520th of 2,096 in real estate & leasing. In 2023, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,327,594
Participants with balances413
Active participants478
Employer contributions$784,040
Employee contributions$1,592,918
Employer contribution per active participant$1,640
Average account balance$63,747
Benefits paid to participants$1,530,500
Plan auditUnmodified (clean) audit opinion
AuditorCHARLES MCDONOUGH ACCOUNTANCY CORP
Plan history2
Yearassets · accounts · employer contribution
2023$26.3M · 413 accts · $784K emplr
2022$20.5M · 443 accts · $1.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,366
Audit (IQPA)$35,350
Total administrative$50,716
The Tom Malloy Corporation 401(k) match · 2023
Employer contribution per active participant$1,640
Median for plans this size$2,440
2023$1,640 per active participant
2022$2,535 per active participant

Tom Malloy Corporation's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
TRANSAMERICA LIFE INSURANCE · Recordkeeping · Loan processing$15,366
CHARLES MCDONOUGH ACCOUNTANCY CORP · Accounting / audit$35,350
ROYAL ALLIANCE ASSOCIATES INC · Insurance broker · Insurance servicesindirect comp

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

Administrative cost history2
2023$50,716 · 0.22%
2022$39,162 · 0.19%
Same employer
Similar plansReal Estate & Leasing · California
Legacy Partners, Inc. CA$26.6M · 0.32%
Prime Finance Advisor, L.P. CA$24.7M · 0.29%
Sierra Land Group, Inc. CA$24.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952674327 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.