How big is Allen Wealth Management, LLC's plan?

Allen Wealth Management, LLC's plan reported $1.9M in assets and 11 participants for 2025.

Original filing (PDF)20260427145306NAL0013836688001

Allen Wealth Management, LLC

Name: Allen Wealth Management, LLC — Allen Companies, Form 5500 (2025)
Creator: Allen Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allen Companies 401(k) Plan

401(k) retirement plan · Allen Wealth Management, LLC's Allen Companies 401(k) Plan held $1.9M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Miranda Schwehr signed Allen Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Miranda Schwehr — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Allen Wealth Management, LLC's EIN is 20-2101861.

EIN 20-2101861

Plan number 001

Plan year 2025

ACK ID 20260427145306NAL0013836688001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allen Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allen Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLEN WEALTH MANAGEMENT, LLC.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ALLEN WEALTH MANAGEMENT, LLC

EIN

all filings

Address

980 HIGHWAY 105 · BOONE, NC · 28607

Phone

(828) 268-9693

Industry

Finance & Insurance

Plan administrator