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

Allied Management Inc. 401(k) Plan Facts

Plan name
ALLIED 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ALLIED MANAGEMENT INC.
Participants
747 (723 active employees)
Former employees with a balance
33
Plan assets
$15,188,836 at Dec 31, 2024
Average account balance
$73,732 across 206 accounts
Recordkeeper
Bokf, Na
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2010
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 Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.32 million went into the plan in contributions.
  • $1.49 million was paid out to participants.
  • Investment and other income added $1.71 million.
  • Administrative expenses were $35,774, about $174 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019537$8.64 million$921,689
2020605$9.34 million$0$1.20 million
2021490$10.6 million$0$748,711
2022496$9.23 million$0$290,596
2023568$11.4 million$504,212
2024747$15.2 million$1.49 million

Allied Management Inc. 401(k) Contact Information

Phone
713-454-5479
Mailing address
7200 MYKAWA ROAD, HOUSTON TX 77033
Plan sponsor
ALLIED MANAGEMENT INC.
Employer identification number (EIN)
30-1007753
Plan number
001

Questions about the Allied Management Inc. 401(k)

Does Allied Management Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Allied Management Inc 401(k) have automatic enrollment?

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

How many people are in the Allied Management Inc 401(k) plan?

747 participants at the start of plan year 2024, 723 of them active employees, and 33 former employees who still had money in the plan.

What is the average 401(k) balance at Allied Management Inc?

About $73,732 per account: $15.2 million in plan assets across 206 accounts with a balance at the end of plan year 2024.

Who manages the Allied Management Inc 401(k) accounts?

BOK Financial (listed on the filing as BOKF, NA) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Allied Management Inc. How do I access my 401(k)?

Your account stays with BOK Financial 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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