How big is Allocation Specialists LLC's plan?

Allocation Specialists LLC's plan reported $9.7M in assets and 16 participants for 2025.

Original filing (PDF)20260424084546NAL0003080387001

Allocation Specialists LLC

Name: Allocation Specialists LLC — Allocation Specialists, Form 5500 (2025)
Creator: Allocation Specialists LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allocation Specialists LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Allocation Specialists LLC's Allocation Specialists LLC 401(k) Profit Sharing Plan & Trust held $9.7M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

Plan identifiers

Allocation Specialists LLC's EIN is 82-5099225.

EIN 82-5099225

Plan number 001

Plan year 2025

ACK ID 20260424084546NAL0003080387001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allocation Specialists LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allocation Specialists LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLOCATION SPECIALISTS 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

Helping the score