Mayo Mallette PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mayo Mallette PLLC
  • Sponsor EIN: 640923008
  • Sponsor Address: 2094 OLD TAYLOR ROAD, OXFORD, MS, 38655
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $5.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$5.3M$180,655$129,842
202317$4.5M$172,602$127,161
202216$3.7M$167,848$137,380

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