How big is Allan Ltd.'s plan?

Allan Ltd.'s plan reported $236K in assets and 66 participants for 2024.

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Original filing (PDF)20250918162059NAL0001486497001

Allan Ltd.

Name: Allan Ltd. — Form 5500 (2024)
Creator: Allan Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allan Ltd.

401(k) retirement plan · Allan Ltd. held $236K in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

People on this filing

Mike Wensman signed Allan Ltd.'s 2024 Form 5500 as plan administrator.

Mike Wensman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Allan Ltd.'s EIN is 91-1492957.

EIN 91-1492957

Plan number 001

Plan year 2024

ACK ID 20250918162059NAL0001486497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allan Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allan Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

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 (93rd percentile).

Plan sponsor

Name

ALLAN LTD

EIN

all filings

Address

PO BOX 12549 · TUCSON, AZ · 85718

Phone

(520) 812-7521

Industry

Real Estate

Plan administrator