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R. E. Allen and Associates, Ltd. 401(k) Plan

What public Form 5500 filings show about the R. E. Allen and Associates, Ltd. 401(k) plan — and how to find and check your own account.

Plan assets
$2.2M
Participants
8
Plans on file
1

The R. E. Allen and Associates, Ltd. 401(k) on its latest Form 5500

R. E. Allen and Associates, Ltd. (EIN 36-2701394) reports R. E. ALLEN AND ASSOCIATES, LTD EMPLOYEE SAVINGS AND RETIREMENT on its most recent Form 5500, with $2.2M in plan assets across 8 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 R. E. Allen and Associates, Ltd. filing — schedules, fees, and providers.

Who runs the R. E. Allen and Associates, Ltd. 401(k)?

R. E. Allen and Associates, Ltd.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask R. E. Allen and Associates, Ltd.HR for the recordkeeper’s name and login.

How to check your R. E. Allen and Associates, Ltd. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask R. E. Allen and Associates, Ltd. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: R. E. Allen and Associates, Ltd. — all Form 5500 filings (EIN 36-2701394) · Illinois employer EIN lookup · Form 5500 search
R. E. Allen and Associates, Ltd. 401(k) Plan — Form 5500