Allen Educational Opportunities, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Allen Educational Opportunities, INC.
  • Sponsor EIN: 811745724
  • Sponsor Address: 8005 FARM MEADOW DRIVE, OWENS CROSS ROADS, AL, 35763
  • Plan Type: DC
  • Total Participants: 24
  • Total Assets: $2.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$2.6M$0$0
202329$2.1M$11,060$0
202221$1.8M$93,878$0

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