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ALLEN TRUST COMPANY

EIN 35-2268912-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
11
5000 MEADOWS RD STE 300 - LAKE OSWEGO, OR 970352223503-292-1041allentrust.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.2M - 11 part

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Retirement#001

ALLEN TRUST COMPANY 401(K) PLAN

401k

Assets$3.2M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLEN TRUST COMPANY 401(K) PLAN401k$3.2M112025
Retirement plans
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