Original filing (PDF)20250522184342NAL0002404979001

DAVID ALLEN & ASSOCIATES

Name: DAVID ALLEN & ASSOCIATES — DAVID ALLEN & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID ALLEN & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DAVID ALLEN & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$524K

Net assets (EOY)

$524K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID ALLEN & ASSOCIATES.

Plan sponsor

Name

DAVID ALLEN & ASSOCIATES

EIN

88-0179389all filings

Address

5230 FOLSOM BLVD. · SACRAMENTO, CA · 95819

Phone

(916) 455-4800

Industry