· 2022–2024 · DOL EFAST2

Allergy Institute, P. C. — Allergy Institute, P. C., Form 5500 (2025)

Original filing (PDF)20260423220437NAL0008208096014

Allergy Institute, P. C.

Form 5500-SF

FILING_RECEIVED

Allergy Institute, P. C. 401(k) Plan

401(k) retirement plan · Allergy Institute, P. C.'s Allergy Institute, P. C. 401(k) Plan held $545K in plan assets for 16 participants in 2025.

Active participants

16

Accounts w/ balance

21

Plan assets (EOY)

$545K

Net assets (EOY)

$545K

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLERGY INSTITUTE, P. C..

Plan sponsor

Name

ALLERGY INSTITUTE, P. C.

EIN

42-1022746all filings

Address

2001 WESTOWN PKWY · SUITE 107 · WEST DES MOINES, IA · 50265

Phone

(515) 223-8622

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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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