How big is Allison Partners, LLC's plan?

Allison Partners, LLC's plan reported $627K in assets and 5 participants for 2024.

Original filing (PDF)20250702135334NAL0013038161003

Allison Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Allison Partners LLC 401(k) Plan

401(k) retirement plan · Allison Partners, LLC's Allison Partners LLC 401(k) Plan held $627K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$627K

Net assets (EOY)

$627K

Plan identifiers

Allison Partners, LLC's EIN is 56-2552012.

EIN 56-2552012

Plan number 001

Plan year 2024

ACK ID 20250702135334NAL0013038161003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Allison Partners, 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 ALLISON PARTNERS, 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

Knocking points off