# Allen Corporation Of America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/allen-corporation-of-america-inc-401k-plan

> Allen Corporation Of America, INC.&#39;s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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.](https://planprovider.pro/provider/creative-planning) — 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|—|—|

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