Allergy Partners 401(k) match, vesting and fees
What Allergy Partners' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Allergy Partners: employer contribution per participant | $1,457 | |
| Peer median | $1,358 |
| Allergy Partners: average balance | $127,567 | |
| Peer median | $44,442 |
| Allergy Partners: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.21% |
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 $109M 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 | 1,498 | $136M | $1.6M | $1,457 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,133 | $120M | $8.2M | $7,513 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 1,054 | $95.6M | $4.6M | $4,356 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 1,010 | $109M | $1.2M | $1,188 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Allergy Partners match 401(k) contributions?
The match terms for the Allergy Partners Management LLC Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $1,457 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Allergy Partners 401(k) match vested?
The vesting schedule for the Allergy Partners Management LLC Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Allergy Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Allergy Partners, PLLC.
I left Allergy Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Allergy Partners, PLLC, (828) 350-2571) or the recordkeeper, Principal Life Insurance Company. The Allergy Partners old 401(k) page lists the contacts from every plan filing. Find an old Allergy Partners 401(k)
Data from the public Form 5500 annual reports Allergy Partners 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 Allergy Partners. Not financial advice. Report a correction · Methodology