Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GEORGIA MALONE & COMPANY, INC
EIN 13-3965522commercial real estateLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
333 DUNE RD, PO BOX 1426 - WESTHAMPTON BEACH, NY 119782943212-838-6888gmaloneco.comLinkedIn1-10 employeescommercial real estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GEORGIA MALONE & COMPANY, INC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GEORGIA MALONE & COMPANY, INC PROFIT SHARING PLAN
ProfitSharing
Assets$117
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GEORGIA MALONE & COMPANY, INC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.3M | 3 | 2024 | |
| 002 | GEORGIA MALONE & COMPANY, INC PROFIT SHARING PLAN | ProfitSharing | $117 | 5 | 2024 |
Retirement plans