Original filing (PDF)20250314141505NAL0035507360001

ALLAN AND MARTELLE, LLP

Name: ALLAN AND MARTELLE, LLP — ALLAN AND MARTELLE, LLP 401-K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALLAN AND MARTELLE, LLP

Form 5500-SF

FILING_RECEIVED

ALLAN AND MARTELLE, LLP 401-K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLAN AND MARTELLE, LLP.

Plan sponsor

Name

ALLAN AND MARTELLE, LLP

EIN

20-2170780

Address

2076 LINCOLN AVENUE · SAN JOSE, CA · 95125

Phone

(408) 267-5300

Industry