# Allen Organ Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/allen-organ-company-llc-401k-plan

> Allen Organ Company LLC's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cornerstone-management-inc) — REGISTERED INV ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|

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