Plan Snapshot
- Plan Sponsor: Allied Trust Fund
- Sponsor EIN: 226063410
- Sponsor Address: 82 NORTH SUMMIT STREET, TENAFLY, NJ, 07670
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2
- Total Assets: $494,025
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $494,025 | $0 | $0 |
| 2024 | 2 | $583,657 | $0 | $0 |
| 2023 | 2 | $630,255 | $0 | $0 |
| 2022 | 2 | $812,498 | $0 | $0 |