DON ALLRED & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score
86
/ 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 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
51
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DON ALLRED & ASSOCIATES, INC.
Plan sponsor
Name
DON ALLRED & ASSOCIATES, INC
EIN
56-1781918
Address
3001 S. CHURCH ST · BURLINGTON, NC · 27215
Phone
(800) 280-2230
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
