The Allee Corporation 401(k) Plan: Login, Facts & Contact Information

The Allee Corporation 401(k) Plan Facts

Plan name
THE ALLEE CORPORATION 401K PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE ALLEE CORPORATION
Participants
436 (398 active employees)
Plan assets
$3,735,633 at Dec 31, 2024
Average account balance
$54,140 across 69 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1985
✓ 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-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $176,809 went into the plan in contributions.
  • $524,508 was paid out to participants.
  • Investment and other income added $454,106.

How the The Allee Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019449$3.96 million$3,927$670,472
2020452$3.95 million$27,475$816,227
2021388$3.81 million$30,045$982,065
2022414$3.30 million$23,891$299,450
2023408$3.64 million$17,749$309,926
2024436$3.74 million$0$524,508

The Allee Corporation 401(k) Contact Information

Phone
214-348-7500
Mailing address
12277 SHILOH ROAD, DALLAS TX 75228
Plan sponsor
THE ALLEE CORPORATION
Employer identification number (EIN)
75-1073518
Plan number
001

Questions about the The Allee Corporation 401(k)

Does The Allee Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the The Allee Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Allee Corporation 401(k) plan?

436 participants at the start of plan year 2024, 398 of them active employees.

What is the average 401(k) balance at The Allee Corporation?

About $54,140 per account: $3.74 million in plan assets across 69 accounts with a balance at the end of plan year 2024.

Who manages the The Allee Corporation 401(k) accounts?

OneAmerica Financial is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Allee Corporation. How do I access my 401(k)?

Your account stays with OneAmerica 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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