Allen Institute 401(k) Plan: Login, Facts & Contact Information

Allen Institute 401(k) Plan Facts

Plan name
ALLEN INSTITUTE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ALLEN INSTITUTE
Participants
1,153 (952 active employees)
Former employees with a balance
333
Plan assets
$149,831,954 at Dec 31, 2024
Average account balance
$118,444 across 1,265 accounts
Employer contributions
$6,242,338 in plan year 2024 (27% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2004
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 19, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $22.8 million went into the plan in contributions, $6.24 million of it from the employer (27%).
  • $8.74 million was paid out to participants.
  • Investment and other income added $19.7 million.
  • Administrative expenses were $29,623, about $23 per account.

How the Allen Institute 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019611$57.6 million$2.64 million$4.85 million
2020680$74.7 million$2.84 million$3.35 million
2021724$93.5 million$3.42 million$5.70 million
2022809$85.0 million$4.11 million$4.65 million
2023992$116.2 million$4.88 million$5.88 million
20241,153$149.8 million$6.24 million$8.74 million

Allen Institute 401(k) Contact Information

Phone
206-548-7000
Mailing address
615 WESTLAKE AVENUE NORTH, SEATTLE WA 98109
Plan sponsor
ALLEN INSTITUTE
Employer identification number (EIN)
91-2155317
Plan number
001

Questions about the Allen Institute 401(k)

Does Allen Institute contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.24 million, 27% of all contributions.

Does the Allen Institute 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Allen Institute 401(k) plan?

1,153 participants at the start of plan year 2024, 952 of them active employees, and 333 former employees who still had money in the plan.

What is the average 401(k) balance at Allen Institute?

About $118,444 per account: $149.8 million in plan assets across 1,265 accounts with a balance at the end of plan year 2024.

Who manages the Allen Institute 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Allen Institute. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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