Plan Snapshot
- Plan Sponsor: Allen Engineering Corporation
- Sponsor EIN: 710356112
- Sponsor Address: 819 SOUTH 5TH ST, PARAGOULD, AR, 72450
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $5.9M
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 | 119 | $5.9M | $279,850 | $528,745 |
| 2023 | 181 | $5.1M | $439,541 | $529,030 |
| 2022 | 132 | $3.6M | $130,885 | $327,890 |
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 | Recordkeeper | $36,972 | — | $36,972 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,972
- Estimated Expense Ratio: 0.622% 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 | $36,973 | — | $36,973 | — | — |
| 2023 | $42,685 | $15,673 | $27,012 | — | — |
| 2022 | $39,992 | $17,940 | $22,052 | — | — |