How big is Allerton, Bell PC's plan?

Allerton, Bell PC's plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20250716101853NAL0006578034001

Allerton, Bell PC

Name: Allerton, Bell PC — Allerton, Bell PC 401(k) Plan, Form 5500 (2024)
Creator: Allerton, Bell PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allerton, Bell PC 401(k) Plan

401(k) retirement plan · Allerton, Bell PC's Allerton, Bell PC 401(k) Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Allerton, Cheryl signed Allerton, Bell PC's 2024 Form 5500 as plan administrator.

Allerton, Cheryl — 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

Allerton, Bell PC's EIN is 47-1580976.

EIN 47-1580976

Plan number 001

Plan year 2024

ACK ID 20250716101853NAL0006578034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allerton, Bell PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allerton, Bell PC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLERTON, BELL PC.

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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