Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
SCOTT J. ALLEN, ATTORNEY AT LAW DBA THE ALLEN LAW FIRM
EIN 80-0259280Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
4
2511 GARDEN ROW, SUITE A-225 - MONTEREY, CA 93940831-901-3901
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 4 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#003
SCOTT J. ALLEN, ATTORNEY AT LAW DBA THE ALLEN LAW FIRM CASH BALANCE PLAN
CashBalance
Assets$912K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCOTT J. ALLEN, ATTORNEY AT LAW DBA THE ALLEN LAW FIRM 401(K) PLAN
401k
Assets$184K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SCOTT J. ALLEN, ATTORNEY AT LAW DBA THE ALLEN LAW FIRM CASH BALANCE PLAN | CashBalance | $912K | 2 | 2024 | |
| 002 | SCOTT J. ALLEN, ATTORNEY AT LAW DBA THE ALLEN LAW FIRM 401(K) PLAN | 401k | $184K | 2 | 2024 |
Retirement plans