Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MALLORY ERVIN, LLC
EIN 80-3091413Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$650K assets
Welfare
0
Participants
14
C/O LIGHTWAVE MGT, 450 PRYOR BLVD - STURGIS, KY 42459270-997-0227
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $650K assets / 14 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#002
MALLORY ERVIN LLC 401(K) PROFIT SHARING PLAN
401k
Assets$346K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MALLORY ERVIN, LLC CASH BALANCE PLAN
CashBalance
Assets$304K
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 | |
|---|---|---|---|---|---|---|
| 002 | MALLORY ERVIN LLC 401(K) PROFIT SHARING PLAN | 401k | $346K | 9 | 2025 | |
| 001 | MALLORY ERVIN, LLC CASH BALANCE PLAN | CashBalance | $304K | 5 | 2024 |
Retirement plans