How big is Alerion Partners, LLC's plan?

Alerion Partners, LLC's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20251006232408NAL0004247937001

Alerion Partners, LLC

Name: Alerion Partners, LLC — Alerion Partners LLC, Form 5500 (2024)
Creator: Alerion Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alerion Partners LLC Retirement Plan

401(k) retirement plan · Alerion Partners, LLC's Alerion Partners LLC Retirement Plan held $1.5M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Michael Persky signed Alerion Partners, LLC's 2024 Form 5500 as plan administrator.

Michael Persky — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Alerion Partners, LLC's EIN is 20-1203869.

EIN 20-1203869

Plan number 001

Plan year 2024

ACK ID 20251006232408NAL0004247937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alerion Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alerion Partners, LLC's plan includes profit-sharing, a 401(k) feature, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALERION PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ALERION PARTNERS, LLC

EIN

all filings

Address

PO BOX 276 · FAIRFIELD, CT · 06824

Phone

(203) 202-9900

Industry

Finance & Insurance

Plan administrator