Allen Operations 401(k) match, vesting and fees
What Allen Operations' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Allen Operations: employer contribution per participant | $1,936 | |
| Peer median | $2,868 |
| Allen Operations: average balance | $405,407 | |
| Peer median | $95,281 |
| Allen Operations: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $100M at the end of plan year 2021 to $136M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 347 | $136M | $651K | $1,936 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 356 | $99.7M | $635K | $1,901 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 347 | $85.1M | $679K | $2,033 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 339 | $100M | $658K | $2,012 | <0.01% | Not published | Form 5500 ↗ |
Other Allen Operations plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan of Allen & Company
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Allen Operations match 401(k) contributions?
The match terms for the The Allen & Company 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $651K in employer contributions, about $1,936 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Allen Operations 401(k) match vested?
The vesting schedule for the The Allen & Company 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Allen Operations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Allen Operations LLC.
I left Allen Operations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Allen Operations LLC, (212) 832-8000) or the recordkeeper, T Rowe Price Rps Inc. The Allen Operations old 401(k) page lists the contacts from every plan filing. Find an old Allen Operations 401(k)
Data from the public Form 5500 annual reports Allen Operations filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Allen Operations. Not financial advice. Report a correction · Methodology