Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARGO ALLAN, LLC
EIN 45-2381562Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
7
876 WEST LAKE SAMMAMISH PARKWAY NE - BELLEVUE, WA 98008425-644-9764
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 7 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#001
MARGO ALLAN LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARGO ALLAN, LLC 401K PROFIT SHARING PLAN
401k
Assets$701K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARGO ALLAN LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.5M | 3 | 2024 | |
| 002 | MARGO ALLAN, LLC 401K PROFIT SHARING PLAN | 401k | $701K | 4 | 2024 |
Retirement plans