Plan Snapshot
- Plan Sponsor: Allen Institute
- Sponsor EIN: 912155317
- Sponsor Address: 615 WESTLAKE AVENUE NORTH, SEATTLE, WA, 98109
- Plan Type: 401(k)
- Total Participants: 952
- Total Assets: $149.8M
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 | 952 | $149.8M | $6.2M | $13.7M |
| 2023 | 827 | $116.2M | $4.9M | $11.0M |
| 2022 | 670 | $85.0M | $4.1M | $8.6M |
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 |
|---|---|---|---|---|
| CLARK NUBER PS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $29,623 | — | — | — | — |
| 2023 | $30,026 | — | — | — | — |
| 2022 | $48,460 | — | — | — | — |