How big is Mallory Wealth Management LLC's plan?

Mallory Wealth Management LLC's plan reported $64K in assets and 2 participants for 2025.

Original filing (PDF)20260429220942NAL0006440147017

Mallory Wealth Management LLC

Name: Mallory Wealth Management LLC — Mallory Wealth, Form 5500 (2025)
Creator: Mallory Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mallory Wealth Management 401(k) Plan

401(k) retirement plan · Mallory Wealth Management LLC's Mallory Wealth Management 401(k) Plan held $64K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

Plan identifiers

Mallory Wealth Management LLC's EIN is 92-3823134.

EIN 92-3823134

Plan number 001

Plan year 2025

ACK ID 20260429220942NAL0006440147017

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mallory Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mallory Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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