How big is Maller Wealth Advisors, Inc.'s plan?

Maller Wealth Advisors, Inc.'s plan reported $4.6M in assets and 15 participants for 2025.

Original filing (PDF)20260408133410NAL0011499184001

Maller Wealth Advisors, Inc.

Name: Maller Wealth Advisors, Inc. — Maller Wealth, Form 5500 (2025)
Creator: Maller Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maller Wealth Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Maller Wealth Advisors, Inc.'s Maller Wealth Advisors 401(k) Profit Sharing Plan held $4.6M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Maller Wealth Advisors, Inc.'s EIN is 46-3953758.

EIN 46-3953758

Plan number 001

Plan year 2025

ACK ID 20260408133410NAL0011499184001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Maller Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Maller Wealth Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MALLER WEALTH ADVISORS, INC..

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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