How big is Mallery Financial 401(k)'s plan?

Mallery Financial 401(k)'s plan reported $11K in assets and 2 participants for 2024.

Original filing (PDF)20250731131502NAL0013294114001

Mallery Financial 401(k)

Name: Mallery Financial 401(k) — Mallery Financial 401(k), Form 5500 (2024)
Creator: Mallery Financial 401(k)
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mallery Financial 401(k) Plan

401(k) retirement plan · Mallery Financial 401(k)'s Mallery Financial 401(k) Plan held $11K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Stephen Mallery signed Mallery Financial 401(k)'s 2024 Form 5500 as plan administrator.

Stephen Mallery — 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

Mallery Financial 401(k)'s EIN is 26-2987936.

EIN 26-2987936

Plan number 001

Plan year 2024

ACK ID 20250731131502NAL0013294114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mallery Financial 401(k) from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mallery Financial 401(k)'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MALLERY FINANCIAL 401(K).

Finding similar companies…

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