Allo Holdings 401(k) match, vesting and fees
What Allo Holdings' 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 | Union Bank & Trust Company | Schedule C ↗ |
| Independent auditor | Lutz & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 63 defined-contribution plans in information with 1,000 to 4,999 participants.
| Allo Holdings: employer contribution per participant | $2,383 | |
| Peer median | $2,452 |
| Allo Holdings: average balance | $31,910 | |
| Peer median | $111,657 |
| Allo Holdings: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $54.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,760 | $54.3M | $4.1M | $2,383 | 0.34% | Not published | Form 5500 ↗ |
Common questions
Does Allo Holdings match 401(k) contributions?
The match terms for the Allo 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $4.1M in employer contributions, about $2,383 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Allo Holdings 401(k) match vested?
The vesting schedule for the Allo 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Allo Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Union Bank & Trust Company. The plan administrator is Allo Holdings, LLC.
I left Allo Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Allo Holdings, LLC, (402) 480-6550) or the recordkeeper, Union Bank & Trust Company. The Allo Holdings old 401(k) page lists the contacts from every plan filing. Find an old Allo Holdings 401(k)
Data from the public Form 5500 annual reports Allo Holdings filed with the U.S. Department of Labor (plan years 2025) 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 Allo Holdings. Not financial advice. Report a correction · Methodology