What public Form 5500 filings show about the Aligned Equity Partners, LLC 401(k) plan — and how to find and check your own account.
Aligned Equity Partners, LLC (EIN 45-4737185) reports ALIGNED EQUITY PARTNERS, LLC RETIREMENT PLAN on its most recent Form 5500, with $10.5M in plan assets across 122 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Aligned Equity Partners, LLC filing — schedules, fees, and providers.
Aligned Equity Partners, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Aligned Equity Partners, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT PLANS ADMIN SERVICES, HEARTLAND ASSET MGMT AND TRUST.
