How big is Allen Capital Group, LLC's plan?

Allen Capital Group, LLC's plan reported $5.3M in assets and 34 participants for 2024.

Original filing (PDF)20250806184455NAL0003076577001

Allen Capital Group, LLC

Name: Allen Capital Group, LLC — ACG 401(k) Plan, Form 5500 (2024)
Creator: Allen Capital Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ACG 401(k) Plan

401(k) retirement plan · Allen Capital Group, LLC's ACG 401(k) Plan held $5.3M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Mark Allen signed Allen Capital Group, LLC's 2024 Form 5500 as plan administrator.

Mark Allen — 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 Capital Group, LLC's EIN is 20-3230944.

EIN 20-3230944

Plan number 001

Plan year 2024

ACK ID 20250806184455NAL0003076577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allen Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allen Capital Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 CAPITAL GROUP, 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