# Allied Trustee Services 401(k) Plan
Source: https://planprovider.pro/companies/allied-trustee-services-401k-plan

> Allied Trustee Services's 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allied Trustee Services

- **Sponsor EIN:** 020795569

- **Sponsor Address:** 990 RESERVE DRIVE, ROSEVILLE, CA, 95678

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

- **Total Participants:** 21

- **Total Assets:** $2.8M

## 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|21|$2.8M|$52,495|$164,128|

| 2023|21|$2.4M|$47,157|$157,822|

| 2022|21|$1.9M|$44,969|$138,276|

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