How big is Allied Wealth Partners' plan?

Allied Wealth Partners' plan reported $7.8M in assets and 39 participants for 2025.

Original filing (PDF)20260415151544NAL0017151585001

Allied Wealth Partners

Name: Allied Wealth Partners — Allied Wealth Partners, Form 5500 (2025)
Creator: Allied Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allied Wealth Partners 401(k) Plan

401(k) retirement plan · Allied Wealth Partners' Allied Wealth Partners 401(k) Plan held $7.8M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

MARC del Gaudio signed Allied Wealth Partners' 2025 Form 5500 as plan administrator.

MARC del Gaudio — 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

Allied Wealth Partners' EIN is 22-1912188.

EIN 22-1912188

Plan number 001

Plan year 2025

ACK ID 20260415151544NAL0017151585001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allied Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allied Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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