# Allied Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/allied-management-inc-401k-plan

> Allied Management, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allied Management, INC.

- **Sponsor EIN:** 222069857

- **Sponsor Address:** 343 WEST MOUNT PLEASANT AVENUE, LIVINGSTON, NJ, 07039

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2025|0|$0|$0|$0|

| 2024|271|$2.8M|$179,588|$447,843|

| 2023|295|$2.0M|$172,448|$431,215|

| 2022|330|$1.2M|$172,704|$432,848|

## 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|

| CBIZ CPAS P.C.|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|

| 2025|$2,156|—|$2,156|—|—|

| 2024|$8,319|—|$8,319|—|—|

| 2023|$4,928|—|$4,928|—|—|

| 2022|$4,869|—|$4,869|—|—|

## Similar Plans

- [Fedway Associates, INC.](https://planprovider.pro/companies/fedway-associates-inc-plan-001) — 62 participants

- [Leiham Corp. T/A Bayway World Of Liquor](https://planprovider.pro/companies/leiham-corp-t-a-bayway-world-of-liquor-401k-plan) — 22 participants

- [Pit Stop Liquor Corp](https://planprovider.pro/companies/pit-stop-liquor-corp-401k-plan) — 7 participants

- [Wwb INC.](https://planprovider.pro/companies/wwb-inc-401k-plan) — 5 participants

- [Shipyard Wine & Spirits INC.](https://planprovider.pro/companies/shipyard-wine-spirits-inc-401k-plan) — 5 participants

- [Carduner Front, LLC](https://planprovider.pro/companies/carduner-front-llc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allied-management-inc-401k-plan)

© 2026 PlanProvider.Pro