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  2. ARCHER MALMO, INC
Sponsor portfolio

ARCHER MALMO, INC

EIN 62-1843002-marketing and advertising-Latest filing 2025
Plans
3
Retirement
2
$30.7M assets
Welfare
1
$61K premiums
Participants
512
65 UNION AVE, SUITE 500 - MEMPHIS, TN 38103901-523-2000LinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
3 filings
#001401k-$24.8M - 187 part#002ESOP-$5.8M - 117 part#503Mixed-$61K - 202 lives

Retirement portfolio analytics

2 plans aggregated / $30.7M assets / 304 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • 401(K) RETIREMENT Savings (#001)81%
  • EMPLOYEE STOCK OWNERSHIP (#002)19%
Total $30.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • AAAA BENEFITS, INC.81%
  • (Not disclosed)19%
Total $30.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)187
  • EMPLOYEE STOCK OWNERSHIP (#002)117
Total 304Click row to drill in

Benefits portfolio analytics

1 plan / $61K premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$61K
  • Vision$61K
Total $61K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BLUE CROSS OF CALIFORNIA100%
Total $61K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MATTHEW WILSON100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ARCHER ADVERTISING, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$24.8M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ARCHER/MALMO, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.8M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ARCHER MALMO, INC WRAP PLAN

Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$61K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ARCHER ADVERTISING, INC. 401(K) RETIREMENT SAVINGS PLAN401k$24.8M1872024
002ARCHER/MALMO, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.8M1172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ARCHER MALMO, INC WRAP PLANMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC.$61K2022025
Retirement plans
Welfare plans
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