Assets by plan
Share of aggregate retirement assets
Filings through .
Allied Exhaust Systems, Inc.
EIN 68-0136255Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$43.3M assets
Health & Benefits
1
$2.0M premiums
Participants
647
4830 BUSINESS CENTER DRIVE, SUITE 140 - FAIRFIELD, CA 94534707-747-3322
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $43.3M assets / 471 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 169 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$1.7M
- Other$389K
- Life$386K
- Dental$236K
- Vision$236K
- +2 more
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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#003
ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$37.2M
Participants238
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ALLIED EXHAUST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$6.1M
Participants233
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ALLIED EXHAUST, INC. HEALTH & WELFARE PLAN
Fully insured - CALIFORNIA PHYSICIANS' SERVICES
Premiums$2.0M
Covered lives169
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $37.2M | 238 | 2025 |
| #002 | ALLIED EXHAUST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $6.1M | 233 | 2025 |
- #003 · ESOP · 2025238
- #002 · 401(k) · 2025233
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ALLIED EXHAUST, INC. HEALTH & WELFARE PLAN | Fully insured | CALIFORNIA PHYSICIANS' SERVICES | $2.0M | 169 | 2024 |
- #501 · Fully insured · CALIFORNIA PHYSICIANS' SERVICES · 2024169
Retirement plans
Health & Benefits plans