How big is Mallard Perez, PLLC's plan?

Mallard Perez, PLLC's plan reported $1.9M in assets and 20 participants for 2024.

Original filing (PDF)20250714085115NAL0000572675001

Mallard Perez, PLLC

Name: Mallard Perez, PLLC — The Mallard Perez, PLLC 401(k), Form 5500 (2024)
Creator: Mallard Perez, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Mallard Perez, PLLC 401(k) Plan

401(k) retirement plan · Mallard Perez, PLLC's The Mallard Perez, PLLC 401(k) Plan held $1.9M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Mallard Perez, PLLC's EIN is 87-4062826.

EIN 87-4062826

Plan number 001

Plan year 2024

ACK ID 20250714085115NAL0000572675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mallard Perez, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mallard Perez, PLLC'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 MALLARD PEREZ, PLLC.

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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

Knocking points off