# Mallory Safety And Supply LLC 401(k) Plan
Source: https://planprovider.pro/companies/mallory-safety-and-supply-llc-401k-plan

> Mallory Safety And Supply LLC's 401(k) plan: 501 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPLOYEE FIDUCIARY LLC|RECORDKEEPER|$30,342|$1,326|$31,668|

| MICHELLE SEMIGLIA, CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMPLOYEE FIDUCIARY LLC](https://planprovider.pro/provider/employee-fiduciary) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,668

- **Estimated Expense Ratio:** 0.207% 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|$30,243|—|$30,243|—|—|

| 2023|$27,223|—|$27,123|—|—|

| 2022|$23,427|—|$23,427|—|—|

| 2021|$20,105|—|$20,005|—|—|

| 2020|$15,803|—|$14,939|—|—|

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