How big is Allen Economic Development Group's plan?

Allen Economic Development Group's plan reported $657K in assets and 4 participants for 2025.

Original filing (PDF)20260111101541NAL0017202290001

Allen Economic Development Group

Name: Allen Economic Development Group — Allen Economic, Form 5500 (2025)
Creator: Allen Economic Development Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allen Economic Development Group 401(k) Profit Sharing Plan

401(k) retirement plan · Allen Economic Development Group's Allen Economic Development Group 401(k) Profit Sharing Plan held $657K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$657K

Net assets (EOY)

$657K

People on this filing

David L. Stratton signed Allen Economic Development Group's 2025 Form 5500 as plan administrator.

David L. Stratton — 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 Economic Development Group's EIN is 34-1833790.

EIN 34-1833790

Plan number 001

Plan year 2025

ACK ID 20260111101541NAL0017202290001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ALLEN ECONOMIC DEVELOPMENT GROUP

EIN

all filings

Address

144 S. MAIN STREET SUITE 200 · LIMA, OH · 45801

Phone

(419) 222-6045

Industry

Real Estate

Plan administrator