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Sponsor portfolioTH

DAVID ALLEN COMPANY INC

EIN 56-0889788-construction-Latest filing 2025
Plans
3
Retirement
2
$23.2M assets
Welfare
1
$195K premiums
Participants
651
PO BOX 27705 - RALEIGH, NC 276117705919-821-7100davidallen.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$11.7M - 266 part#001401k-$11.5M - 215 part#501Mixed-$195K - 316 lives

Retirement portfolio analytics

2 plans aggregated / $23.2M assets / 481 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • EMPLOYEE STOCK OWNERSHIP (#002)51%
  • PROFIT SHARING PLAN (#001)49%
Total $23.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)266
  • PROFIT SHARING PLAN (#001)215
Total 481Click row to drill in

Benefits portfolio analytics

1 plan / $195K premiums / 316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$102K
  • Vision$102K
  • Life$93K
  • Short-term disability$93K
  • Long-term disability$93K
  • Other$93K
Total $195K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • AMERITAS LIFE INSURANCE CORP.52%
  • HARTFORD LIFE AND ACCIDENT48%
Total $195K2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MARSH & MCLENNAN AGENCY LLC80%
  • MOSAIC GROUP SERVICES20%
Total $32K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVID ALLEN COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.7M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAVID ALLEN COMPANY, INC. 401K PROFIT SHARING PLAN

401k

Assets$11.5M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVID ALLEN COMPANY, INC. EMPLOYEE BENEFIT PLAN

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$195K
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID ALLEN COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$11.7M2662024
001DAVID ALLEN COMPANY, INC. 401K PROFIT SHARING PLAN401k$11.5M2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVID ALLEN COMPANY, INC. EMPLOYEE BENEFIT PLANMixedAMERITAS LIFE INSURANCE CORP$195K3162025
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