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Original filing (PDF)20251015084215NAL0005700352001
ALLIANCE GROUP SERVICES, LLC
Form 5500
FILING_RECEIVED
ALLIANCE GROUP SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE GROUP SERVICES, LLC.
Plan sponsor
Name
ALLIANCE GROUP SERVICES, LLC
EIN
27-2004691
Address
6 DAVID DRIVE · PO BOX 666 · ESSEX JUNCTION, VT · 05453
Phone
(802) 864-4000
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-01-15
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCSOLEY, MCCOY & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD FINANCIAL GROUP | 98-0242990 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | 61-1758632 | — | ADVISORY FEES | $6K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | $0 | — |
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