Original filing (PDF)20260506085223NAL0003263874001

Mallory Sun, LLC DBA Servpro of Downers Grove Oak Brook

Name: Mallory Sun, LLC DBA Servpro of Downers Grove Oak Brook — Form 5500 Plan 001 (2025)
Creator: Mallory Sun, LLC DBA Servpro of Downers Grove Oak Brook
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mallory Sun, LLC 401(k) Plan

401(k) retirement plan · Mallory Sun, LLC DBA Servpro of Downers Grove Oak Brook's Mallory Sun, LLC 401(k) Plan held $2.0M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Tracy Smith signed Mallory Sun, LLC DBA Servpro of Downers Grove Oak Brook's 2025 Form 5500 as plan administrator.

Tracy Smith — 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

Mallory Sun, LLC DBA Servpro of Downers Grove Oak Brook's EIN is 30-0170879.

EIN 30-0170879

Plan number 001

Plan year 2025

ACK ID 20260506085223NAL0003263874001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mallory Sun, LLC DBA Servpro of Downers Grove Oak Brook from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mallory Sun, LLC DBA Servpro of Downers Grove Oak Brook's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MALLORY SUN, LLC DBA SERVPRO OF DOWNERS GROVE OAK BROOK.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

MALLORY SUN, LLC DBA SERVPRO OF DOWNERS GROVE OAK BROOK

EIN

all filings

Address

P O BOX 3191 · OAK BROOK, IL · 60522

Phone

(630) 573-4290

Industry

Other Services (ex. Public Admin)

Plan administrator