Allocation Specialists, LLC at 12810 Willow Centre Dr STE A, Houston, Tx 77066 lists Max A Cummings of Houston, TX as the associate.
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Randolph Ewing
Registered Agent
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6363 WOODWAY STE 1000, HOUSTON, TX 77057
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Max A Cummings
Manager
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12810 WILLOW CENTRE DR STE A, HOUSTON, TX 77066
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12810 WILLOW CENTRE DR STE A, HOUSTON, TX 77066
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameALLOCATION SPECIALISTS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY26 / 22 Assets BOY/EOY$7,362,362 / $8,171,234 | 2023 | ALLOCATION SPECIALISTS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 26 / 22 | $7,362,362 / $8,171,234 |
| 2022 | Plan NameALLOCATION SPECIALISTS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY22 / 26 Assets BOY/EOY$9,562,183 / $7,362,362 | 2022 | ALLOCATION SPECIALISTS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 22 / 26 | $9,562,183 / $7,362,362 |
| 2021 | Plan NameALLOCATION SPECIALISTS, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY29 / 27 Assets BOY/EOY$9,029,480 / $9,562,183 | 2021 | ALLOCATION SPECIALISTS, LLC PROFIT SHARING PLAN - Plan #001 | 29 / 27 | $9,029,480 / $9,562,183 |
| 2020 | Plan NameALLOCATION SPECIALISTS, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY30 / 29 Assets BOY/EOY$6,943,868 / $9,029,480 | 2020 | ALLOCATION SPECIALISTS, LLC PROFIT SHARING PLAN - Plan #001 | 30 / 29 | $6,943,868 / $9,029,480 |
| 2019 | Plan NameALLOCATION SPECIALISTS, LLC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 29 Assets BOY/EOY$5,092,777 / $6,943,868 | 2019 | ALLOCATION SPECIALISTS, LLC PROFIT SHARING PLAN - Plan #001 | 23 / 29 | $5,092,777 / $6,943,868 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/06/2020 | Approved$534,000 Forgiven$536,848 LenderCadence Bank Jobs50 | 04/06/2020 | $534,000 | $536,848 | Cadence Bank | 50 |
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