Mallory Group 401(k) match, vesting and fees
What Mallory Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Mallory Group: employer contribution per participant | $1,207 | |
| Peer median | $1,076 |
| Mallory Group: average balance | $97,870 | |
| Peer median | $31,804 |
| Mallory Group: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $18.2M at the end of plan year 2021 to $29.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 450 | $29.3M | $361K | $1,207 | 0.59% | Not published | Form 5500 ↗ |
| 2023 | 399 | $27.4M | $308K | $993 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 357 | $19.8M | $300K | $1,080 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 362 | $18.2M | $283K | $1,018 | 0.62% | Not published | Form 5500 ↗ |
Other Mallory Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Mallory Group Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Forvis Mazars LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Mallory Group match 401(k) contributions?
The match terms for the The Mallory Group 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $361K in employer contributions, about $1,207 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mallory Group 401(k) match vested?
The vesting schedule for the The Mallory Group 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mallory Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Mallory Group Incorporated.
I left Mallory Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Mallory Group Incorporated, (901) 367-9400) or the recordkeeper, Fidelity Investments Institutional. The Mallory Group old 401(k) page lists the contacts from every plan filing. Find an old Mallory Group 401(k)
Data from the public Form 5500 annual reports Mallory Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mallory Group. Not financial advice. Report a correction · Methodology