Back to filter
Original filing (PDF)20250423115512NAL0005836881001
ALLOCATION SPECIALISTS LLC
Form 5500-SF
FILING_RECEIVED
ALLOCATION SPECIALISTS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
16
Accounts w/ balance
22
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLOCATION SPECIALISTS LLC.
Plan sponsor
Name
ALLOCATION SPECIALISTS LLC
EIN
82-5099225
Address
12810 WILLOW CENTRE DR STE A · HOUSTON, TX · 770663037
Phone
(281) 587-7100
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Mining, Quarrying, Oil & Gas plans
KEYSTONE DRILL SERVICES INC
KEYSTONE DRILL SERVICES INC 401(K) PROFIT SHARING PLAN
$9.4M · 45 participants
BAYWATER DRILLING, LLC
BAYWATER DRILLING, LLC 401(K) SAVINGS PLAN
$9.4M · 447 participants
TALLY PERSONNEL, LLC
TALLY PERSONNEL 401(K) PROFIT SHARING PLAN
$9.3M · 375 participants
RELIANCE WELL SERVICE INC.
RELIANCE WELL SERVICE INC. 401K PLAN
$9.3M · 106 participants
BRYAN ROCK PRODUCTS, INC.
BRYAN ROCK PRODUCTS, INC. 401(K) AND PROFIT SHARING PLAN
$9.3M · 30 participants
L.J. HUGHES AND SONS, INC.
L.J. HUGHES AND SONS, INC. 401(K) AND PROFIT SHARING PLAN
$9.3M · 12 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants