Plan Snapshot
- Plan Sponsor: Mallory Safety And Supply LLC
- Sponsor EIN: 273905150
- Sponsor Address: 3241 NW INDUSTRIAL ST, PORTLAND, OR, 972101616
- Plan Type: 401(k)
- Total Participants: 501
- Total Assets: $15.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 501 | $15.3M | $475,617 | $1.5M |
| 2023 | 451 | $12.1M | $424,488 | $1.3M |
| 2022 | 411 | $10.3M | $385,864 | $1.2M |
| 2021 | 387 | $11.2M | $0 | $0 |
| 2020 | 352 | $8.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| MICHELLE SEMIGLIA, CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,243 | — | $30,243 | — | — |
| 2023 | $27,223 | — | $27,123 | — | — |
| 2022 | $23,427 | — | $23,427 | — | — |
| 2021 | $20,105 | — | $20,005 | — | — |
| 2020 | $15,803 | — | $14,939 | — | — |