Original filing (PDF)20240528211239NAL0005713347001

MALLECK WEALTH MANAGEMENT GROUP, L.L.C.

Name: MALLECK WEALTH MANAGEMENT GROUP, L.L.C. — MALLECK WEALTH MANAGEMENT GROUP, L.L.C. RETIREMENT PLAN, Form 5500 (2023)
Creator: MALLECK WEALTH MANAGEMENT GROUP, L.L.C.

Form 5500-SF

FILING_RECEIVED

MALLECK WEALTH MANAGEMENT GROUP, L.L.C. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MALLECK WEALTH MANAGEMENT GROUP, L.L.C..

Plan sponsor

Name

MALLECK WEALTH MANAGEMENT GROUP, L.L.C.

EIN

90-1000447all filings

Address

5005 L.B.J. FWY., SUITE 720 · DALLAS, TX · 75244

Phone

(972) 701-2040

Industry

Finance & Insurancesee all

Plan administrator