How big is Gregory MALO, PSY. D & Assoc.'s plan?

Gregory MALO, PSY. D & Assoc.'s plan reported $895K in assets and 7 participants for 2024.

Original filing (PDF)20250527152418NAL0004035075001

Gregory MALO, PSY. D & Assoc.

Name: Gregory MALO, PSY. D & Assoc. — Gregory MALO, PSY. D, Form 5500 (2024)
Creator: Gregory MALO, PSY. D & Assoc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory MALO, PSY. D & Assoc 401(k) Plan

401(k) retirement plan · Gregory MALO, PSY. D & Assoc.'s Gregory MALO, PSY. D & Assoc 401(k) Plan held $895K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$895K

Net assets (EOY)

$895K

People on this filing

Kimberly BURR signed Gregory MALO, PSY. D & Assoc.'s 2024 Form 5500 as plan administrator.

Kimberly BURR — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gregory MALO, PSY. D & Assoc.'s EIN is 20-4102829.

EIN 20-4102829

Plan number 001

Plan year 2024

ACK ID 20250527152418NAL0004035075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gregory MALO, PSY. D & Assoc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gregory MALO, PSY. D & Assoc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score