Allen Lund Company, Llc 401(k) Plan: Login, Facts & Contact Information

Allen Lund Company, Llc 401(k) Plan Facts

Plan name
ALLEN LUND COMPANY, LLC 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ALLEN LUND COMPANY, LLC
Participants
755 (692 active employees)
Former employees with a balance
106
Plan assets
$121,676,108 at Dec 31, 2024
Average account balance
$155,001 across 785 accounts
Employer contributions
$1,982,499 in plan year 2024 (27% of all contributions)
Recordkeeper
Capital Group Retirement Plan Svcs.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 1978
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 Sep 5, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.43 million went into the plan in contributions, $1.98 million of it from the employer (27%).
  • $6.33 million was paid out to participants.
  • Investment and other income added $16.1 million.
  • Administrative expenses were $120,768, about $154 per account.

How the Allen Lund Company, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019538$67.8 million$1.18 million$3.83 million
2020548$84.6 million$1.27 million$2.22 million
2021608$100.8 million$1.45 million$3.04 million
2022652$86.4 million$2.10 million$4.24 million
2023735$104.6 million$2.13 million$6.37 million
2024755$121.7 million$1.98 million$6.33 million

Allen Lund Company, Llc 401(k) Contact Information

Phone
800-777-6572
Mailing address
4529 ANGELES CREST HIGHWAY SUITE 30, LACANADA CA 910113247
Plan sponsor
ALLEN LUND COMPANY, LLC
Employer identification number (EIN)
95-3301897
Plan number
001

Questions about the Allen Lund Company, Llc 401(k)

Does Allen Lund Company, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.98 million, 27% of all contributions.

Does the Allen Lund Company, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Allen Lund Company, Llc 401(k) plan?

755 participants at the start of plan year 2024, 692 of them active employees, and 106 former employees who still had money in the plan.

What is the average 401(k) balance at Allen Lund Company, Llc?

About $155,001 per account: $121.7 million in plan assets across 785 accounts with a balance at the end of plan year 2024.

Who manages the Allen Lund Company, Llc 401(k) accounts?

Capital Group / American Funds (listed on the filing as CAPITAL GROUP RETIREMENT PLAN SVCS.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Allen Lund Company, Llc. How do I access my 401(k)?

Your account stays with Capital Group / American Funds 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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