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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLEGRA SYSTEMS, INC.
Plan sponsor
Name
ALLEGRA SYSTEMS, INC
EIN
65-1181216
Address
21282 AVENIDA NUBES · LAKE FOREST, CA · 926302147
Phone
(949) 290-5844
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
JOHN P KANE
EIN
33-0987231
City
LAKE FOREST, CA
Phone
(949) 290-5844
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
