Plan Snapshot
- Plan Sponsor: Allen Organ Company LLC
- Sponsor EIN: 300521689
- Sponsor Address: 150 LOCUST STREET, MACUNGIE, PA, 180620036
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $19.0M
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 | 129 | $19.0M | $168,225 | $364,769 |
| 2023 | 133 | $17.4M | $172,086 | $365,852 |
| 2022 | 135 | $15.0M | $162,612 | $358,563 |
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 |
|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MAN | REGISTERED INV ADVISOR | $36,426 | — | $36,426 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CORNERSTONE ADVISORS ASSET MAN — REGISTERED INV ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,426
- Estimated Expense Ratio: 0.192% 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 | $71,898 | $36,426 | $35,292 | — | — |
| 2023 | $64,768 | $31,770 | $32,947 | — | — |
| 2022 | $32,484 | — | $32,484 | — | — |