How big is Allied Foundation Specialists' plan?

Allied Foundation Specialists' plan reported $1.2M in assets and 39 participants for 2024.

Original filing (PDF)20250918133049NAL0001891107001

Allied Foundation Specialists

Name: Allied Foundation Specialists — Allied Foundation, Form 5500 (2024)
Creator: Allied Foundation Specialists
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allied Foundation Specialists 401(k) Plan

401(k) retirement plan · Allied Foundation Specialists' Allied Foundation Specialists 401(k) Plan held $1.2M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Yolanda Benavidez signed Allied Foundation Specialists' 2024 Form 5500 as plan administrator.

Yolanda Benavidez — 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

Allied Foundation Specialists' EIN is 20-4855402.

EIN 20-4855402

Plan number 001

Plan year 2024

ACK ID 20250918133049NAL0001891107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allied Foundation Specialists from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allied Foundation Specialists' 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 ALLIED FOUNDATION SPECIALISTS.

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Plan health score

Above-average plan

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

Knocking points off