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Sponsor portfolio

MARK R. ALLEN, P.C.

EIN 86-0585137-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
8
393 E PALM LANE - PHOENIX, AZ 85004602-252-0115
Plans on this EIN
2 filings
#001401k-$791K - 4 part#002ProfitSharing-$606K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#001)57%
  • PC PS PL (#002)43%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • PC PS PL (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARK R. ALLEN, P.C. PROFIT SHARING PLAN

401k

Assets$791K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARK ALLEN PC PS PL

ProfitSharing

Assets$606K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARK R. ALLEN, P.C. PROFIT SHARING PLAN401k$791K42025
002MARK ALLEN PC PS PLProfitSharing$606K42024
Retirement plans
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