Plan Snapshot
- Plan Sponsor: Malones Holding LLC
- Sponsor EIN: 201453313
- Sponsor Address: 866 MALABU DRIVE, SUITE 250, LEXINGTON, KY, 40502
- Plan Type: 401(k)
- Total Participants: 961
- Total Assets: $13.1M
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 | 961 | $13.1M | $530,993 | $940,860 |
| 2023 | 859 | $10.7M | $449,739 | $804,750 |
| 2022 | 799 | $8.0M | $393,629 | $706,896 |
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 |
|---|---|---|---|---|
| ATLANTA CONSULTING GROUP ADVISORS | SERVICE PROVIDER | $23,278 | — | $23,278 |
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $13,630 | — | $13,630 |
| MCGREGOR & ASSOCIATES, INC. | RECORDKEEPER | $5,475 | — | $5,475 |
| FAULKNER, KING & WENZ PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- FAULKNER, KING & WENZ PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,383
- Estimated Expense Ratio: 0.323% 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 | $42,382 | — | — | — | — |
| 2023 | $69,192 | $69,192 | — | — | — |
| 2022 | $71,941 | $71,941 | — | — | — |