How big is Allen Vellone Wolf Helfrich & Factor P.C.'s plan?

Allen Vellone Wolf Helfrich & Factor P.C.'s plan reported $8.0M in assets and 22 participants for 2024.

Original filing (PDF)20251009142558NAL0011134832001

Allen Vellone Wolf Helfrich & Factor P.C.

Name: Allen Vellone Wolf Helfrich & Factor P.C. — Form 5500 Plan 001 (2024)
Creator: Allen Vellone Wolf Helfrich & Factor P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allen & Vellone, P.C. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Allen Vellone Wolf Helfrich & Factor P.C.'s Allen & Vellone, P.C. 401(k) Profit Sharing Plan and Trust held $8.0M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan identifiers

Allen Vellone Wolf Helfrich & Factor P.C.'s EIN is 84-1252288.

EIN 84-1252288

Plan number 001

Plan year 2024

ACK ID 20251009142558NAL0011134832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allen Vellone Wolf Helfrich & Factor P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allen Vellone Wolf Helfrich & Factor P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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