Plan Snapshot
- Plan Sponsor: Allen Corporation Of America, INC.
- Sponsor EIN: 541582648
- Sponsor Address: 10400 EATON PL, FAIRFAX, VA, 220302208
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $0 | $251,339 |
| 2023 | 153 | $7.5M | $101,801 | $503,099 |
| 2022 | 130 | $6.7M | $98,560 | $576,083 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $81,220 | — | $81,220 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $26,826 | $26,826 |
| CHERRY BEKAERT CPAS & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,046
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $18,338 | — | $18,338 | — | — |
| 2023 | $40,610 | — | $40,610 | — | — |
| 2022 | $50,866 | — | $50,866 | — | — |