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PORTER & MALOUF, PA — PORTER & MALOUF, PA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260211171102NAL0003952097001
PORTER & MALOUF, PA
Form 5500-SF
FILING_RECEIVED
PORTER & MALOUF, PA 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
5
Accounts w/ balance
12
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
89
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PORTER & MALOUF, PA
.
Find decision makers
Plan sponsor
Name
PORTER & MALOUF, PA
EIN
64-0914042
Address
PO BOX 12768 · JACKSON, MS · 39236
Phone
(601) 957-1173
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 2.8 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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Trustee / custodian
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Trustee phone
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