# The Mallory Group Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/the-mallory-group-incorporated-401k-plan

> The Mallory Group Incorporated's 401(k) plan: 384 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Mallory Group Incorporated

- **Sponsor EIN:** 620291330

- **Sponsor Address:** 4294 SWINNEA RD, MEMPHIS, TN, 38118

- **Plan Type:** 401(k)

- **Total Participants:** 384

- **Total Assets:** $29.3M

## 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.|

| 2025|384|$29.3M|$0|$0|

| 2024|329|$27.4M|$0|$0|

| 2023|286|$19.8M|$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|

| FORVIS MAZARS, LLP|Auditor|$16,958|—|$16,958|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,958

- **Estimated Expense Ratio:** 0.058% 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|

| 2025|$167,388|$67,389|—|$16,958|—|

| 2024|$85,871|$42,697|—|—|—|

| 2023|$66,662|—|—|—|—|

## Similar Plans

- [Best Brands INC.](https://planprovider.pro/companies/best-brands-inc-401k-plan) — 307 participants

- [Tranco Logistics, LLC](https://planprovider.pro/companies/tranco-logistics-llc-401k-plan) — 225 participants

- [The Mallory Group Incorporated](https://planprovider.pro/companies/the-mallory-group-incorporated-plan) — 183 participants

- [Armstrong Relocation & Companies, LLC](https://planprovider.pro/companies/armstrong-relocation-companies-llc-401k-plan) — 813 participants

- [Vrc Companies, LLC](https://planprovider.pro/companies/vrc-companies-llc-401k-plan) — 1,864 participants

- [Schnellecke Logistics Usa, LLC](https://planprovider.pro/companies/schnellecke-logistics-usa-llc-401k-plan) — 1,932 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-mallory-group-incorporated-401k-plan)

© 2026 PlanProvider.Pro