How big is The Allen Group, LLC's plan?

The Allen Group, LLC's plan reported $7.3M in assets and 35 participants for 2024.

Original filing (PDF)20251012011048NAL0000049794001

The Allen Group, LLC

Name: The Allen Group, LLC — The Allen Group, LLC 401(k), Form 5500 (2024)
Creator: The Allen Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Allen Group, LLC 401(k) Plan

401(k) retirement plan · The Allen Group, LLC's The Allen Group, LLC 401(k) Plan held $7.3M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan identifiers

The Allen Group, LLC's EIN is 94-3323303.

EIN 94-3323303

Plan number 001

Plan year 2024

ACK ID 20251012011048NAL0000049794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Allen Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Allen Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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 (88th percentile).

Plan sponsor

Name

THE ALLEN GROUP, LLC

EIN

all filings

Address

5640 MARTIN LUTHER KING JR. WAY · OAKLAND, CA · 946091618

Phone

(510) 658-8750

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator