The Mallory Group Retirement Savings Plan
Sponsored by The Mallory Group Incorporated · EIN 620291330 · Plan #003
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 128
- With balances
- 142
Plan year beginning 08/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis Mazars Llp | Accounting | $17,325 |
| Burleigh Consulting Group | Plan administrator, Consulting (general) | $8,101 |