Civic Intelligence

Allocation Specialists LLC

Plan context: Allocation Specialists LLC 401(K) Profit Sharing Plan & Trust

EIN 82-5099225 • Houston, TX • 8 filings • 2 plans

12810 Willow Centre Dr Ste AHouston, TX 77066-3037
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$9,685,624

2025 Contributions

$412,992

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,685,624$4,842,812$0201820222025YearValue
$9,685,624Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

29150201820222025YearValue
22Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025122$9,685,624$412,992$18,772iApproximate average salary by contribution assumption: employee only about $469,309 at 4% or $312,873 at 6%; with 50% employer match about $312,873 at 4% or $208,582 at 6%; with 100% employer match about $234,655 at 4% or $156,436 at 6%.
Allocation Specialists LLC 401(K) Profit Sharing Plan & Trust-22$9,685,624$412,992$18,772iApproximate average salary by contribution assumption: employee only about $469,309 at 4% or $312,873 at 6%; with 50% employer match about $312,873 at 4% or $208,582 at 6%; with 100% employer match about $234,655 at 4% or $156,436 at 6%.
2024122$9,437,701$556,074$25,276iApproximate average salary by contribution assumption: employee only about $631,902 at 4% or $421,268 at 6%; with 50% employer match about $421,268 at 4% or $280,845 at 6%; with 100% employer match about $315,951 at 4% or $210,634 at 6%.
Allocation Specialists LLC 401(K) Profit Sharing Plan & Trust-22$9,437,701$556,074$25,276iApproximate average salary by contribution assumption: employee only about $631,902 at 4% or $421,268 at 6%; with 50% employer match about $421,268 at 4% or $280,845 at 6%; with 100% employer match about $315,951 at 4% or $210,634 at 6%.
2023122$8,171,234$544,486$24,749iApproximate average salary by contribution assumption: employee only about $618,734 at 4% or $412,489 at 6%; with 50% employer match about $412,489 at 4% or $274,993 at 6%; with 100% employer match about $309,367 at 4% or $206,245 at 6%.
Allocation Specialists LLC 401(K) Profit Sharing Plan & Trust-22$8,171,234$544,486$24,749iApproximate average salary by contribution assumption: employee only about $618,734 at 4% or $412,489 at 6%; with 50% employer match about $412,489 at 4% or $274,993 at 6%; with 100% employer match about $309,367 at 4% or $206,245 at 6%.
2022126$7,362,362$153,751$5,914iApproximate average salary by contribution assumption: employee only about $147,838 at 4% or $98,558 at 6%; with 50% employer match about $98,558 at 4% or $65,706 at 6%; with 100% employer match about $73,919 at 4% or $49,279 at 6%.
Allocation Specialists LLC 401(K) Profit Sharing Plan & Trust-26$7,362,362$153,751$5,914iApproximate average salary by contribution assumption: employee only about $147,838 at 4% or $98,558 at 6%; with 50% employer match about $98,558 at 4% or $65,706 at 6%; with 100% employer match about $73,919 at 4% or $49,279 at 6%.
2021127$9,562,183$878,151$32,524iApproximate average salary by contribution assumption: employee only about $813,103 at 4% or $542,069 at 6%; with 50% employer match about $542,069 at 4% or $361,379 at 6%; with 100% employer match about $406,551 at 4% or $271,034 at 6%.
Allocation Specialists LLC 401(K) Profit Sharing Plan & Trust-27$9,562,183$878,151$32,524iApproximate average salary by contribution assumption: employee only about $813,103 at 4% or $542,069 at 6%; with 50% employer match about $542,069 at 4% or $361,379 at 6%; with 100% employer match about $406,551 at 4% or $271,034 at 6%.
2020129$9,029,480$1,276,011$44,000iApproximate average salary by contribution assumption: employee only about $1,100,009 at 4% or $733,340 at 6%; with 50% employer match about $733,340 at 4% or $488,893 at 6%; with 100% employer match about $550,005 at 4% or $366,670 at 6%.
Allocation Specialists LLC 401(K) Profit Sharing Plan & Trust-29$9,029,480$1,276,011$44,000iApproximate average salary by contribution assumption: employee only about $1,100,009 at 4% or $733,340 at 6%; with 50% employer match about $733,340 at 4% or $488,893 at 6%; with 100% employer match about $550,005 at 4% or $366,670 at 6%.
2019129$6,943,868$866,306$29,873iApproximate average salary by contribution assumption: employee only about $746,816 at 4% or $497,877 at 6%; with 50% employer match about $497,877 at 4% or $331,918 at 6%; with 100% employer match about $373,408 at 4% or $248,939 at 6%.
Allocation Specialists LLC 401(K) Profit Sharing Plan & Trust-29$6,943,868$866,306$29,873iApproximate average salary by contribution assumption: employee only about $746,816 at 4% or $497,877 at 6%; with 50% employer match about $497,877 at 4% or $331,918 at 6%; with 100% employer match about $373,408 at 4% or $248,939 at 6%.
2018124$5,092,777$836,360$34,848iApproximate average salary by contribution assumption: employee only about $871,208 at 4% or $580,806 at 6%; with 50% employer match about $580,806 at 4% or $387,204 at 6%; with 100% employer match about $435,604 at 4% or $290,403 at 6%.
Allocation Specialists LLC 401(K) Profit Sharing Plan & Trust-24$5,092,777$836,360$34,848iApproximate average salary by contribution assumption: employee only about $871,208 at 4% or $580,806 at 6%; with 50% employer match about $580,806 at 4% or $387,204 at 6%; with 100% employer match about $435,604 at 4% or $290,403 at 6%.