# Allen &amp; Shariff Corporation 401(k) Plan
Source: https://planprovider.pro/companies/allen-shariff-corporation-401k-plan

> Allen &amp; Shariff Corporation&#39;s 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allen & Shariff Corporation

- **Sponsor EIN:** 521806514

- **Sponsor Address:** 7061 DEEPAGE DRIVE, COLUMBIA, MD, 21045

- **Plan Type:** 401(k)

- **Total Participants:** 86

- **Total Assets:** $13.5M

## 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|86|$13.5M|$281,237|$706,709|

| 2023|70|$11.3M|$284,002|$732,235|

| 2022|72|$9.8M|$117,499|$640,874|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [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:** $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|$29,237|$23,487|—|—|—|

| 2023|$26,635|$20,129|—|—|—|

| 2022|$29,510|—|—|—|—|

## Similar Plans

- [C.C. Johnson & Malhotra, PC](https://planprovider.pro/companies/c-c-johnson-malhotra-pc-401k-plan) — 88 participants

- [Smislova, Kehnemui & Associates, P.A.](https://planprovider.pro/companies/smislova-kehnemui-associates-p-a-401k-plan) — 80 participants

- [Facility Dynamics Engineering](https://planprovider.pro/companies/facility-dynamics-engineering-401k-plan) — 79 participants

- [Development Facilitators INC.](https://planprovider.pro/companies/development-facilitators-inc-401k-plan) — 97 participants

- [Routesmart Technologies, INC.](https://planprovider.pro/companies/routesmart-technologies-inc-401k-plan) — 74 participants

- [Key Technologies Holdings, INC.](https://planprovider.pro/companies/key-technologies-holdings-inc-plan) — 71 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allen-shariff-corporation-401k-plan)

&copy; 2026 PlanProvider.Pro
