How big is Margo Allan, LLC's plan?

Margo Allan, LLC's plan reported $701K in assets and 2 participants for 2024.

Original filing (PDF)20251014145509NAL0003084353001

Margo Allan, LLC

Name: Margo Allan, LLC — Margo Allan, LLC 401(k) Profit, Form 5500 (2024)
Creator: Margo Allan, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Margo Allan, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Margo Allan, LLC's Margo Allan, LLC 401(k) Profit Sharing Plan held $701K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$701K

Net assets (EOY)

$701K

People on this filing

Margo Allan signed Margo Allan, LLC's 2024 Form 5500 as plan administrator.

Margo Allan — 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

Margo Allan, LLC's EIN is 45-2381562.

EIN 45-2381562

Plan number 002

Plan year 2024

ACK ID 20251014145509NAL0003084353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Margo Allan, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Margo Allan, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARGO ALLAN, LLC.

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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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MARGO ALLAN, LLC

EIN

all filings

Address

876 WEST LAKE SAMMAMISH PARKWAY NE · BELLEVUE, WA · 98008

Phone

(425) 644-9764

Industry

Real Estate

Plan administrator