How big is The Allen Group PC's plan?

The Allen Group PC's plan reported $1.9M in assets and 9 participants for 2025.

Original filing (PDF)20260428151534NAL0015755888001

The Allen Group PC

Name: The Allen Group PC — The Allen Group PC 401(k) Plan, Form 5500 (2025)
Creator: The Allen Group PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Allen Group PC 401(k) Plan

401(k) retirement plan · The Allen Group PC's The Allen Group PC 401(k) Plan held $1.9M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

The Allen Group PC's EIN is 26-0310113.

EIN 26-0310113

Plan number 001

Plan year 2025

ACK ID 20260428151534NAL0015755888001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Allen Group PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Allen Group PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 (90th percentile).

Plan sponsor

Name

THE ALLEN GROUP PC

EIN

all filings

Address

12265 W. BAYAUD AVENUE · SUITE 200 · LAKEWOOD, CO · 80228

Phone

(720) 407-6800

Industry

CPA Offices· Professional & Technical Services

Plan administrator