How big is Charles Allen Ltd.'s plan?

Charles Allen Ltd.'s plan reported $102K in assets and 4 participants for 2024.

Original filing (PDF)20250718085740NAL0001441601001

Charles Allen Ltd.

Name: Charles Allen Ltd. — Charles Allen Ltd. 401(k) P/S, Form 5500 (2024)
Creator: Charles Allen Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Allen Ltd. 401(k) P/S Plan

401(k) retirement plan · Charles Allen Ltd.'s Charles Allen Ltd. 401(k) P/S Plan held $102K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

Ben Allen signed Charles Allen Ltd.'s 2024 Form 5500 as plan administrator.

Ben 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

Charles Allen Ltd.'s EIN is 41-1567493.

EIN 41-1567493

Plan number 001

Plan year 2024

ACK ID 20250718085740NAL0001441601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles Allen Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Allen Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (89th percentile).

Plan sponsor

Name

CHARLES ALLEN LTD

EIN

all filings

Address

302 HAMEL RD · HAMEL, MN · 55340

Phone

(763) 253-0010

Industry

CPA Offices· Professional & Technical Services

Plan administrator