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Sponsor portfolio

MALLON PLACE

EIN 91-1607345-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$9.6M assets
Welfare
0
Participants
155
1724 W. MALLON AVENUE - SPOKANE, WA 99201509-981-9512
Plans on this EIN
2 filings
#002CashBalance-$6.8M - 68 part#001401k-$2.8M - 87 part

Retirement portfolio analytics

2 plans aggregated / $9.6M assets / 155 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN AND TRUST (#002)71%
  • BETHANY PLACE 401(K) (#001)29%
Total $9.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BETHANY PLACE 401(K) (#001)87
  • PLAN AND TRUST (#002)68
Total 155Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MBU DEFINED BENEFIT PENSION PLAN AND TRUST

CashBalance

Assets$6.8M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MALLON & BETHANY PLACE 401(K) PLAN

401k

Assets$2.8M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MBU DEFINED BENEFIT PENSION PLAN AND TRUSTCashBalance$6.8M682024
001MALLON & BETHANY PLACE 401(K) PLAN401k$2.8M872024
Retirement plans
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