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  2. Allocation Specialists LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Allocation Specialists LLC

EIN 82-5099225-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2025
Plans
1
Retirement
1
$9.7M assets
Welfare
0
Participants
22
12810 WILLOW CENTRE DR STE A - HOUSTON, TX 770663037281-587-7100
Plans on this EIN
1 filing
#001401(k)-$9.7M - 22 part

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Retirement#001

ALLOCATION SPECIALISTS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$9.7M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLOCATION SPECIALISTS LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$9.7M222025
Retirement plans
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