ALLEN, SHEPHERD & LEWIS, P.A. SALARY DEFERRAL PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
25
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score
92
/ 100
Grade A
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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLEN, SHEPHERD & LEWIS, P.A..
Plan sponsor
Name
ALLEN, SHEPHERD & LEWIS, P.A.
EIN
85-0354072
Address
PO BOX 94750 · ALBUQUERQUE, NM · 871994750
Phone
(505) 341-0110
Industry
Law Offices· Professional & Technical Servicessee all
