What public Form 5500 filings show about the David Allen Company, Inc. 401(k) plan — and how to find and check your own account.
David Allen Company, Inc. (EIN 56-0889788) reports DAVID ALLEN COMPANY, INC. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $11.5M in plan assets across 184 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full David Allen Company, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your David Allen Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LEVEL FOUR ADVISORY SERVICES, EMPOWER ANNUITY INSURANCE, LEAFHOUSE FINANCIAL ADVISORS, BLUE RIDGE ESOP ASSOCIATES.
