Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLEN AGENCY
EIN 01-0018250Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$54.9M assets
Welfare
0
Participants
207
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $54.9M assets / 207 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$36.1M
Participants99
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ALLEN AGENCY 401(K) PROFIT SHARING PLAN
401k
Assets$18.8M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALLEN AGENCY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $36.1M | 99 | 2025 | |
| 001 | ALLEN AGENCY 401(K) PROFIT SHARING PLAN | 401k | $18.8M | 108 | 2025 |
Retirement plans