# Allen Distribution 401(k) Plan
Source: https://planprovider.pro/companies/allen-distribution-401k-plan

> Allen Distribution's 401(k) plan: 1,040 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allen Distribution

- **Sponsor EIN:** 251576445

- **Sponsor Address:** 1532 COMMERCE AVENUE, CARLISLE, PA, 17015

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

- **Total Participants:** 1,040

- **Total Assets:** $13.3M

## 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|1,040|$13.3M|$1.0M|$2.5M|

| 2023|1,060|$9.9M|$634,550|$1.8M|

| 2022|851|$7.0M|$333,771|$1.2M|

## 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|

| PA RETIREMENT SOLUTIONS|THIRD PARTY ADMIN|$86,756|—|$86,756|

| EMPOWER ANNUITY INSURANCE CO OF AME|RECORDKEEPER|$74,167|—|$74,167|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$28,869|—|$28,869|

| BOYER & RITTER LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $189,792

- **Estimated Expense Ratio:** 1.425% of plan assets

### 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|$191,796|—|$84,256|—|—|

| 2023|$104,064|—|$31,306|—|—|

| 2022|$70,073|—|$70,073|—|—|

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