Plan Snapshot
- Plan Sponsor: Malco Management Company
- Sponsor EIN: 621571990
- Sponsor Address: 5851 RIDGEWAY CENTER PARKWAY, MEMPHIS, TN, 38120
- Plan Type: 401(k)
- Total Participants: 927
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 927 | $10.9M | $300,000 | $415,523 |
| 2023 | 618 | $9.4M | $314,990 | $383,334 |
| 2022 | 587 | $7.9M | $300,000 | $345,778 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $8,376 | — | $8,376 |
| THE MARSTON GROUP, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- THE MARSTON GROUP, PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,376
- Estimated Expense Ratio: 0.077% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,376 | — | — | — | — |
| 2023 | $4,583 | — | — | — | — |
| 2022 | $8,093 | — | — | — | — |