Sponsor portfolio
MALLERY FINANCIAL 401(K)
EIN 26-2987936financial servicesLatest filing 2025
Plans
1
Retirement
1
$25K assets
Welfare
0
Participants
2
4172 KILDARE STREET - EUGENE, OR 97404541-687-7678malleryfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MALLERY FINANCIAL 401(K) PLAN | 401k | $25K | 2 | 2025 |
Retirement plans