How big is Allen Trust Company's plan?

Allen Trust Company's plan reported $2.6M in assets and 15 participants for 2023.

Original filing (PDF)20240229134708NAL0014855857001

Allen Trust Company

Name: Allen Trust Company — Allen Trust Company 401(k), Form 5500 (2023)
Creator: Allen Trust Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allen Trust Company 401(k) Plan

401(k) retirement plan · Allen Trust Company's Allen Trust Company 401(k) Plan held $2.6M in plan assets for 15 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Stuart Allen signed Allen Trust Company's 2023 Form 5500 as plan administrator.

Stuart 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 Trust Company's EIN is 33-2268912.

EIN 33-2268912

Plan number 001

Plan year 2023

ACK ID 20240229134708NAL0014855857001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Allen Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Allen Trust Company'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 TRUST COMPANY.

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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