Allied Benefit Systems, Inc. 401(k) Plan: Login, Facts & Contact Information

Allied Benefit Systems, Inc. 401(k) Plan Facts

Plan name
ALLIED BENEFIT SYSTEMS, LLC RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ALLIED BENEFIT SYSTEMS, LLC
Participants
686 (809 active employees)
Former employees with a balance
95
Plan assets
$33,261,509 at Dec 31, 2024
Average account balance
$42,264 across 787 accounts
Employer contributions
$2,269,593 in plan year 2024 (30% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1995
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 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.50 million went into the plan in contributions, $2.27 million of it from the employer (30%).
  • $3.54 million was paid out to participants.
  • Investment and other income added $3.56 million.
  • Administrative expenses were $119,564, about $152 per account.

How the Allied Benefit Systems, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019379$14.6 million$379,738$328,383
2020397$18.4 million$460,352$409,997
2021406$21.3 million$487,541$1.87 million
2022465$19.0 million$521,711$1.47 million
2023599$25.9 million$1.77 million$1.73 million
2024686$33.3 million$2.27 million$3.54 million

Allied Benefit Systems, Inc. 401(k) Contact Information

Phone
312-261-9352
Mailing address
200 WEST ADAMS STREET SUITE 500, CHICAGO IL 60606
Plan sponsor
ALLIED BENEFIT SYSTEMS, LLC
Employer identification number (EIN)
36-3086057
Plan number
001

Questions about the Allied Benefit Systems, Inc. 401(k)

Does Allied Benefit Systems, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.27 million, 30% of all contributions.

Does the Allied Benefit Systems, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Allied Benefit Systems, Inc 401(k) plan?

686 participants at the start of plan year 2024, 809 of them active employees, and 95 former employees who still had money in the plan.

What is the average 401(k) balance at Allied Benefit Systems, Inc?

About $42,264 per account: $33.3 million in plan assets across 787 accounts with a balance at the end of plan year 2024.

Who manages the Allied Benefit Systems, Inc 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 Allied Benefit Systems, Inc. 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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