Plan Snapshot
- Plan Sponsor: Tom Malloy Corporation
- Sponsor EIN: 952674327
- Sponsor Address: 206 N. CENTRAL AVE., COMPTON, CA, 90220
- Plan Type: 401(k)
- Total Participants: 478
- Total Assets: $26.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 478 | $26.3M | $0 | $0 |
| 2023 | 402 | $20.5M | $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 |
|---|---|---|---|---|
| CHARLES MCDONOUGH ACCOUNTANCY CORP | Auditor | $35,350 | — | $35,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES MCDONOUGH ACCOUNTANCY CORP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,350
- Estimated Expense Ratio: 0.134% 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 | $50,716 | — | — | $35,350 | — |
| 2023 | $39,162 | — | — | — | $27,400 |