Original filing (PDF)20240229134708NAL0014855857001

ALLEN TRUST COMPANY

Name: ALLEN TRUST COMPANY — ALLEN TRUST COMPANY 401(K) PLAN, Form 5500 (2023)
Creator: ALLEN TRUST COMPANY

Form 5500-SF

FILING_RECEIVED

ALLEN TRUST COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLEN TRUST COMPANY.

Plan sponsor

Name

ALLEN TRUST COMPANY

EIN

33-2268912

Address

5000 MEADOWS RD, STE 300 · LAKE OSWEGO, OR · 97035

Phone

(503) 292-1041

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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