JONI Perron signed Thomas Allen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thomas Allen, Inc.'s EIN is 41-1465839.
Download the official 2024 Form 5500 (PDF) for Thomas Allen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thomas Allen, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.4M | 87.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.1M | 11.2% | |
| [Assets held in participant loans] | Other | — | — | $96K | 1.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LETHERT SKWIRA SCHULTZ & CO LLP | — | ST PAUL, MN | OTHER | $25K | — |
| UKG INC DBA ULTIMATE SOFTWARE GROUP | — | WESTON, FL | OTHER | $1K | — |
