How big is Allen, Summers & Gresham, PLLC's plan?

Allen, Summers & Gresham, PLLC's plan reported $4.7M in assets and 18 participants for 2025.

Original filing (PDF)20260323091310NAL0001181969001

Allen, Summers & Gresham, PLLC

Name: Allen, Summers & Gresham, PLLC — Allen, Summers &, Form 5500 (2025)
Creator: Allen, Summers & Gresham, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allen, Summers & Gresham, PLLC 401(k) Plan

401(k) retirement plan · Allen, Summers & Gresham, PLLC's Allen, Summers & Gresham, PLLC 401(k) Plan held $4.7M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Tommy Horst signed Allen, Summers & Gresham, PLLC's 2025 Form 5500 as plan administrator.

Tommy Horst — 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

Allen, Summers & Gresham, PLLC's EIN is 74-3132193.

EIN 74-3132193

Plan number 001

Plan year 2025

ACK ID 20260323091310NAL0001181969001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allen, Summers & Gresham, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allen, Summers & Gresham, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLEN, SUMMERS & GRESHAM, PLLC.

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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