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MALLERY FINANCIAL 401(K) 401(k) Plan

What public Form 5500 filings show about the MALLERY FINANCIAL 401(K) 401(k) plan — and how to find and check your own account.

Plan assets
$11K
Participants
2
Plans on file
1

The MALLERY FINANCIAL 401(K) 401(k) on its latest Form 5500

MALLERY FINANCIAL 401(K) (EIN 26-2987936) reports MALLERY FINANCIAL 401(K) PLAN on its most recent Form 5500, with $11K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full MALLERY FINANCIAL 401(K) filing — schedules, fees, and providers.

Who runs the MALLERY FINANCIAL 401(K) 401(k)?

MALLERY FINANCIAL 401(K)’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask MALLERY FINANCIAL 401(K)HR for the recordkeeper’s name and login.

How to check your MALLERY FINANCIAL 401(K) 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MALLERY FINANCIAL 401(K) HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: MALLERY FINANCIAL 401(K) — all Form 5500 filings (EIN 26-2987936) · Oregon employer EIN lookup · Form 5500 search
MALLERY FINANCIAL 401(K) 401(k) Plan — Form 5500