How big is Mark Mallery DDS PA's plan?

Mark Mallery DDS PA's plan reported $390K in assets and 7 participants for 2025.

Original filing (PDF)20260424083056NAL0009080352001

Mark Mallery DDS PA

Name: Mark Mallery DDS PA — Mallery Family Dental 401(k), Form 5500 (2025)
Creator: Mark Mallery DDS PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mallery Family Dental 401(k) Plan

401(k) retirement plan · Mark Mallery DDS PA's Mallery Family Dental 401(k) Plan held $390K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$390K

Net assets (EOY)

$390K

Plan identifiers

Mark Mallery DDS PA's EIN is 45-5135169.

EIN 45-5135169

Plan number 001

Plan year 2025

ACK ID 20260424083056NAL0009080352001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mark Mallery DDS PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mark Mallery DDS PA'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