Plan Snapshot
- Plan Sponsor: Charles E. Allen Company, LLC
- Sponsor EIN: 621202366
- Sponsor Address: 3300 BROWNS MILL RD., SUITE 210, JOHNSON CITY, TN, 37604
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $3.2M | $0 | $0 |
| 2024 | 5 | $2.4M | $35,000 | $61,000 |
| 2023 | 5 | $1.8M | $30,000 | $64,500 |
| 2022 | 6 | $1.5M | $33,149 | $54,000 |