ALLISON FINANCIAL GROUP, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$143K
Net assets (EOY)
$143K
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
77
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLISON FINANCIAL GROUP, INC.
Plan sponsor
Name
ALLISON FINANCIAL GROUP, INC
EIN
04-3241320
Address
4 CORPORATE PLAZA, SUITE 250 · NEWPORT BEACH, CA · 92660
