Original filing (PDF)20230815164456NAL0001272192001

MALLIOS AND O'BRIEN

Name: MALLIOS AND O'BRIEN — MALLIOS AND O'BRIEN 401(K) PLAN, Form 5500 (2022)
Creator: MALLIOS AND O'BRIEN

Form 5500-SF

FILING_RECEIVED

MALLIOS AND O'BRIEN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MALLIOS AND O'BRIEN.

Plan sponsor

Name

MALLIOS AND O'BRIEN

EIN

52-1270178

Address

2600 VIRGINIA AVENUE, N.W. # 406 · WASHINGTON, DC · 20037

Phone

(202) 625-7700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-31

Filed

2023-08-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BOARD OF OVERSEERS OF THE BAR

BOARD OF OVERSEERS OF THE BAR PENSION PLAN

PIKE & GILLISS, LLC

PIKE & GILLISS, LLC 401(K) PLAN

DE BLANCO, INC.

DE BLANCO, INC. 401(K) PROFIT SHARING PLAN

BLANEY, TIPTON, HIERSCHE & ODOM, PLLC

BLANEY, TIPTON, HIERSCHE & ODOM, PLLC 401(K) PLAN

ROBERT M. TESSIER, ESQ.

ROBERT M. TESSIER 401(K) PROFIT SHARING PLAN