How big is Allied IM, LLC's plan?

Allied IM, LLC's plan reported $4.5M in assets and 19 participants for 2025.

Original filing (PDF)20260416123205NAL0012383091001

Allied IM, LLC

Name: Allied IM, LLC — Allied IM, LLC 401(k) Plan, Form 5500 (2025)
Creator: Allied IM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allied IM, LLC 401(k) Plan

401(k) retirement plan · Allied IM, LLC's Allied IM, LLC 401(k) Plan held $4.5M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Allied IM, LLC's EIN is 46-1870079.

EIN 46-1870079

Plan number 001

Plan year 2025

ACK ID 20260416123205NAL0012383091001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allied IM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allied IM, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

ALLIED IM, LLC

EIN

all filings

Address

PO BOX 320848 · TAMPA, FL · 336792848

Phone

(239) 677-7171

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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