LAW OFFICES OF MICHELE D. ALLEN, LLC DBA ALLEN & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
ALLEN & ASSOCIATES CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$536K
Net assets (EOY)
$536K
Plan health score
100
/ 100
Grade A
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAW OFFICES OF MICHELE D. ALLEN, LLC DBA ALLEN & ASSOCIATES.
Plan sponsor
Name
LAW OFFICES OF MICHELE D. ALLEN, LLC DBA ALLEN & ASSOCIATES
EIN
46-0957206
Address
4250 LANCASTER PK, STE 230 · WILMINGTON, DE · 19805
Phone
(302) 234-8600
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
