Original filing (PDF)20250701155027NAL0007099699001

J. W. ALLEN CO., INC.

Name: J. W. ALLEN CO., INC. — J. W. ALLEN CO., INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: J. W. ALLEN CO., INC.

Form 5500-SF

FILING_RECEIVED

J. W. ALLEN CO., INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. W. ALLEN CO., INC..

Plan sponsor

Name

J. W. ALLEN CO., INC.

EIN

13-3212365

Address

111 JOHN STREET · SUITE 1801 · NEW YORK, NY · 10038

Phone

(212) 227-6875

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2M · 403(b)(7) custodial accounts

2K · 401(m) arrangement

2D · Offset of another plan

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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