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  2. David Allen Company, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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David Allen Company, Inc.

EIN 56-0889788-construction-Latest filing 2025
Plans
3
Retirement
2
$33.9M assets
Health & Benefits
1
$195K premiums
Participants
638
150 RUSH STREET - RALEIGH, NC 27603919-821-7100davidallen.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$20.3M - 258 part#001401(k)-$13.6M - 210 part#501Mixed-$195K - 316 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $33.9M assets / 468 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$20.3M
  • PROFIT SHARING PLAN (#001)$13.6M
Total $33.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)258
  • PROFIT SHARING PLAN (#001)210
Total 468Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

DAVID ALLEN COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$20.3M
Participants258
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

DAVID ALLEN COMPANY, INC. 401K PROFIT SHARING PLAN

401(k)

Assets$13.6M
Participants210
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DAVID ALLEN COMPANY, INC. EMPLOYEE BENEFIT PLAN

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$195K
Covered lives316
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002DAVID ALLEN COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$20.3M2582025
#001DAVID ALLEN COMPANY, INC. 401K PROFIT SHARING PLAN401(k)$13.6M2102025
  • DAVID ALLEN COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN$20.3M
    #002 · ESOP · 2025258
  • DAVID ALLEN COMPANY, INC. 401K PROFIT SHARING PLAN$13.6M
    #001 · 401(k) · 2025210

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DAVID ALLEN COMPANY, INC. EMPLOYEE BENEFIT PLANMixedAMERITAS LIFE INSURANCE CORP$195K3162025
  • DAVID ALLEN COMPANY, INC. EMPLOYEE BENEFIT PLAN$195K
    #501 · Mixed · AMERITAS LIFE INSURANCE CORP · 2025316
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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