# Allied Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/allied-trust-fund-226063410-501

> Allied Trust Fund's Health & Welfare plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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