How big is Alena Wealth, LLC's plan?

Alena Wealth, LLC's plan reported $7.9M in assets and 6 participants for 2024.

Original filing (PDF)20250723124056NAL0003451905003

Alena Wealth, LLC

Name: Alena Wealth, LLC — Alena Wealth, LLC 401(k) Plan, Form 5500 (2024)
Creator: Alena Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alena Wealth, LLC 401(k) Plan

401(k) retirement plan · Alena Wealth, LLC's Alena Wealth, LLC 401(k) Plan held $7.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Alena Wealth, LLC's EIN is 26-1444060.

EIN 26-1444060

Plan number 001

Plan year 2024

ACK ID 20250723124056NAL0003451905003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alena Wealth, LLC's 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 ALENA WEALTH, 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