How big is Alliance Advisors, LLC's plan?

Alliance Advisors, LLC's plan reported $3.8M in assets and 70 participants for 2022.

Original filing (PDF)20230914094043NAL0031308288001

Alliance Advisors, LLC

Name: Alliance Advisors, LLC — Collaborative Retirement, Form 5500 (2022)
Creator: Alliance Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Alliance Advisors, LLC's Collaborative Retirement Trust held $3.8M in plan assets for 70 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Alliance Advisors, LLC's EIN is 27-3033031.

EIN 27-3033031

Plan number 001

Plan year 2022

ACK ID 20230914094043NAL0031308288001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Alliance Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Alliance Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off