How big is Align Business Finance, LLC's plan?

Align Business Finance, LLC's plan reported $313K in assets and 8 participants for 2023.

Original filing (PDF)20240603055737NAL0009627107001

Align Business Finance, LLC

Name: Align Business Finance, LLC — Align Business, Form 5500 (2023)
Creator: Align Business Finance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Align Business Finance, LLC 401(k) Plan

401(k) retirement plan · Align Business Finance, LLC's Align Business Finance, LLC 401(k) Plan held $313K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$313K

Net assets (EOY)

$313K

People on this filing

Oskar Acosta signed Align Business Finance, LLC's 2023 Form 5500 as plan administrator.

Oskar Acosta — 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

Align Business Finance, LLC's EIN is 32-0443774.

EIN 32-0443774

Plan number 001

Plan year 2023

ACK ID 20240603055737NAL0009627107001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Align Business Finance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Align Business Finance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALIGN BUSINESS FINANCE, 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