Filings through Oct 24, 2026.

Retirement plan

Malouf Shared Services, LLC 401(k) Plan

Name: MALOUF SHARED SERVICES, LLC - MALOUF SHARED SERVICES, LLC 401(K) PLAN (2025) Form 5500
Creator: MALOUF SHARED SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MALOUF SHARED SERVICES, LLC 401(K) PLAN, MALOUF SHARED SERVICES, LLC

Malouf Shared Services, LLCEIN 33-1908771Plan #001PY 2025

1525 WEST 2960 SOUTH - LOGAN, UT 84321435-213-0706

Prospect flagsFailed to transmit contributionsPossible retail share class: $22.4MFew collective trustsFund lineup: 13 funds, $22.4M

How to read this page

Total assets (EOY)

$22.7M

No prior year

Total participants

580

No prior year

Average account balance

$46,066

No prior year

Annual return

20.23%

No prior year

Benchmarks

See 3,283 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,283 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$108,000
UNITED PLANNERS FINANCIAL SERVICES1+ years Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303	Recordkeeping	$37,830

Fund lineup

CSV with Pro

13 funds hold $22.4M of the plan's $22.7M. From the 2025 filing. Recordkeeper: ADP.

In collective trusts0%median 0% for plans of $5M to $50M (40,271 plans)

In index funds8%median 22% for plans of $5M to $50M (40,271 plans)

In the main target-date series88%median 38% for plans of $5M to $50M (40,271 plans)

Employer stockNo

Target-date series: American Funds Target Date, mutual fund, 88% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages	Capital Group	Mutual fund	$19.6M	87.5%
Vanguard 500 Index Fund Vanguard · Mutual fund IndexPossible retail class A	Vanguard	Mutual fund	$980K	4.4%
Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A	Fidelity (FMR)	Mutual fund	$496K	2.2%
American Funds Growth Portfolio Class R-6 Capital Group · Mutual fund Possible retail class A	Capital Group	Mutual fund	$314K	1.4%
American Funds Growth Fund of Amer R6 Capital Group · Mutual fund Possible retail class A	Capital Group	Mutual fund	$253K	1.1%
American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market	Capital Group	Money market	$240K	1.1%
Vanguard Morn Mid Cap Index Fund Admiral Vanguard · Mutual fund IndexPossible retail class A	Vanguard	Mutual fund	$173K	0.8%
Vanguard Vanguard Morn Small Cap Growth Index Adm Vanguard · Mutual fund IndexPossible retail class A	Vanguard	Mutual fund	$133K	0.6%
American Funds Invmt Co of Amer R6 Capital Group · Mutual fund Possible retail class A	Capital Group	Mutual fund	$81K	0.4%
American Balanced Fund Class R-6 Capital Group · Mutual fund Possible retail class A	Capital Group	Mutual fund	$79K	0.4%

See the other 3 lines in this lineup with Pro.

Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$130K

$421 / participant

Recordkeeping$54K41.6%
Investment mgmt$19K14.6%
Other / not subdivided$57K43.9%

% of EOY assets

0.572%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: JONES SIMKINS LLC
Auditor EIN: 461592906
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

ADP BROKER-DEALER1+ years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$108,000

UNITED PLANNERS FINANCIAL SERVICES1+ years

Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC

Service code 15 · EIN 86-0588303

Recordkeeping

$37,830

Fund

Dollars

% of funds%

American Funds Target Date

Capital Group · Mutual fund

Target-date, 13 vintages

$19.6M

87.5%

Vanguard 500 Index Fund

Vanguard · Mutual fund

IndexPossible retail class A

$980K

4.4%

Fidelity Nasdaq Composite Index Fund

Fidelity (FMR) · Mutual fund

IndexPossible retail class A

$496K

2.2%

American Funds Growth Portfolio Class R-6

Capital Group · Mutual fund

Possible retail class A

$314K

1.4%

American Funds Growth Fund of Amer R6

Capital Group · Mutual fund

Possible retail class A

$253K

1.1%

American Funds U.S. Government Money Market Fund Class R-6

Capital Group · Money market

$240K

1.1%

Vanguard Morn Mid Cap Index Fund Admiral

Vanguard · Mutual fund

IndexPossible retail class A

$173K

0.8%

Vanguard Vanguard Morn Small Cap Growth Index Adm

Vanguard · Mutual fund

IndexPossible retail class A

$133K

0.6%

American Funds Invmt Co of Amer R6

Capital Group · Mutual fund

Possible retail class A

$81K

0.4%

American Balanced Fund Class R-6

Capital Group · Mutual fund

Possible retail class A

$79K

0.4%

Malouf Shared Services, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Malouf Shared Services, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion