How big is Allied National Advisors, LLC's plan?

Allied National Advisors, LLC's plan reported $1.0M in assets and 11 participants for 2025.

Original filing (PDF)20260317100956NAL0005096514001

Allied National Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Allied National Advisors 401(k) Plan

401(k) retirement plan · Allied National Advisors, LLC's Allied National Advisors 401(k) Plan held $1.0M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Allied National Advisors, LLC's EIN is 87-1248230.

EIN 87-1248230

Plan number 001

Plan year 2025

ACK ID 20260317100956NAL0005096514001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allied National Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allied National Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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