How big is Alegre, Inc.'s plan?

Alegre, Inc.'s plan reported $8.7M in assets and 15 participants for 2024.

Original filing (PDF)20251007155739NAL0002808819001

Alegre, Inc.

Name: Alegre, Inc. — Alegre, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Alegre, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alegre, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Alegre, Inc.'s Alegre, Inc. 401(k) Profit Sharing Plan held $8.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Lilly Phillips signed Alegre, Inc.'s 2024 Form 5500 as plan administrator.

Lilly Phillips — 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

Alegre, Inc.'s EIN is 31-1368476.

EIN 31-1368476

Plan number 001

Plan year 2024

ACK ID 20251007155739NAL0002808819001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alegre, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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