# Allen And Allen, Ltd. D/B/A Allen And Allen Compan 401(k) Plan
Source: https://planprovider.pro/companies/allen-and-allen-ltd-d-b-a-allen-and-allen-compan-401k-plan

> Allen And Allen, Ltd. D/B/A Allen And Allen Compan's 401(k) plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allen And Allen, Ltd. D/B/A Allen And Allen Compan

- **Sponsor EIN:** 741782480

- **Sponsor Address:** 202 CULEBRA ROAD, SAN ANTONIO, TX, 78201

- **Plan Type:** 401(k)

- **Total Participants:** 52

- **Total Assets:** $2.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|52|$2.3M|$82,284|$177,508|

| 2023|59|$2.2M|$116,696|$204,991|

| 2022|90|$2.4M|$12,428|$157,527|

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