Allen Agency DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Allen Agency
  • Sponsor EIN: 010018250
  • Sponsor Address: 34-36 ELM STREET, P. O. BOX 578, CAMDEN, ME, 04843
  • Plan Type: DC
  • Total Participants: 88
  • Total Assets: $29.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202488$29.7M$867,921$0
202397$22.0M$905,698$0
202287$14.2M$765,198$0

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