What public Form 5500 filings show about the Alisa Management, LLC 401(k) plan — and how to find and check your own account.
Alisa Management, LLC (EIN 45-4081488) reports ALISA MANAGEMENT, LLC 401(K) EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $683K in plan assets across 15 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 Alisa Management, LLC filing — schedules, fees, and providers.
Alisa Management, 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 Alisa Management, LLCHR for the recordkeeper’s name and login.