# Malones Holding LLC 401(k) Plan
Source: https://planprovider.pro/companies/malones-holding-llc-401k-plan

> Malones Holding LLC's 401(k) plan: 961 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [FAULKNER, KING & WENZ PSC](https://planprovider.pro/provider/faulkner-king-and-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|—|—|—|

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