Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICES OF MICHELE D. ALLEN, LLC DBA ALLEN & ASSOCIATES
EIN 46-0957206Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
8
4250 LANCASTER PK, STE 230 - WILMINGTON, DE 19805302-234-8600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 8 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 & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$536K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ALLEN & ASSOCIATES 401(K) PLAN
401k
Assets$474K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALLEN & ASSOCIATES CASH BALANCE PLAN | CashBalance | $536K | 3 | 2024 | |
| 001 | ALLEN & ASSOCIATES 401(K) PLAN | 401k | $474K | 5 | 2024 |
Retirement plans