How big is The Alisiani Company LLC's plan?

The Alisiani Company LLC's plan reported $2.8M in assets and 23 participants for 2025.

Original filing (PDF)20260515101459NAL0018080306001

The Alisiani Company LLC

Name: The Alisiani Company LLC — Theodore Financial Group, Form 5500 (2025)
Creator: The Alisiani Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Theodore Financial Group 401(k) Plan

401(k) retirement plan · The Alisiani Company LLC's Theodore Financial Group 401(k) Plan held $2.8M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Stephanie Lindell signed The Alisiani Company LLC's 2025 Form 5500 as plan administrator.

Stephanie Lindell — 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

The Alisiani Company LLC's EIN is 33-2441837.

EIN 33-2441837

Plan number 001

Plan year 2025

ACK ID 20260515101459NAL0018080306001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Alisiani Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Alisiani Company 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 THE ALISIANI COMPANY 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

THE ALISIANI COMPANY LLC

EIN

all filings

Address

1873 S. BELLAIRE STREET, SUITE 1600 · DENVER, CO · 80222

Phone

(303) 758-5175

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator