How big is Michelle Allen's plan?

Michelle Allen's plan reported $271K in assets and 2 participants for 2024.

Original filing (PDF)20250620075317NAL0005403856001

Michelle Allen

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

Form 5500-SF

FILING_RECEIVED

Michelle Allen 401(k) Plan

401(k) retirement plan · Michelle Allen's Michelle Allen 401(k) Plan held $271K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

People on this filing

Michelle Allen signed Michelle Allen's 2024 Form 5500 as plan administrator.

Michelle Allen — 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

Michelle Allen's EIN is 82-3663888.

EIN 82-3663888

Plan number 001

Plan year 2024

ACK ID 20250620075317NAL0005403856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michelle Allen from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michelle Allen's plan includes profit-sharing, ERISA 404(c) participant direction, 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 MICHELLE ALLEN.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

MICHELLE ALLEN

EIN

all filings

Address

65 SHELTER COVE LANE - APT 350 · HILTON HEAD ISLA, SC · 29928

Phone

(843) 301-4576

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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