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ALLIANCE APPRAISAL, LLC — ALLIANCE APPRAISAL, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251029162116NAL0001543568001
ALLIANCE APPRAISAL, LLC
Form 5500-SF
FILING_RECEIVED
ALLIANCE APPRAISAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALLIANCE APPRAISAL, LLC
.
Find decision makers
Plan sponsor
Name
ALLIANCE APPRAISAL, LLC
EIN
20-1403804
Address
5401 BUSINESS PARK SOUTH, STE. 122 · BAKERSFIELD, CA · 93309
Phone
(661) 631-0391
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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—
Trustee phone
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