Mallory Safety and Supply 401(k) match, vesting and fees
What Mallory Safety and Supply'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 | Employee Fiduciary LLC | Schedule C ↗ |
| Independent auditor | Michelle Semiglia, Cpa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Mallory Safety and Supply: employer contribution per participant | $933 | |
| Peer median | $1,855 |
| Mallory Safety and Supply: average balance | $29,896 | |
| Peer median | $72,906 |
| Mallory Safety and Supply: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.22% |
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 $11.1M at the end of plan year 2021 to $15.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 669 | $15.2M | $476K | $933 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 597 | $12M | $424K | $919 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 549 | $10.3M | $386K | $912 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 488 | $11.1M | $332K | $891 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Mallory Safety and Supply match 401(k) contributions?
The match terms for the Mallory Safety and Supply Employees Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $476K in employer contributions, about $933 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mallory Safety and Supply 401(k) match vested?
The vesting schedule for the Mallory Safety and Supply Employees Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mallory Safety and Supply 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Employee Fiduciary LLC. The plan administrator is Mallory Safety and Supply LLC.
I left Mallory Safety and Supply. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mallory Safety and Supply LLC, (360) 636-5750) or the recordkeeper, Employee Fiduciary LLC. The Mallory Safety and Supply old 401(k) page lists the contacts from every plan filing. Find an old Mallory Safety and Supply 401(k)
Data from the public Form 5500 annual reports Mallory Safety and Supply filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Safety and Supply. Not financial advice. Report a correction · Methodology