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Original filing (PDF)20251015105649NAL0002284979001
ALLIANCE SOLUTIONS GROUP LLC
Form 5500
FILING_RECEIVED
ALLIANCE SOLUTIONS GROUP LLC POWERED BY TALENTLAUNCH 401(K) PLAN
401(k) retirement plan
Signals · 1
~124 bps in Sched C fees
Active participants
841
Accounts w/ balance
161
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 124 bps in Schedule C fees — 139% above peer band of 52 bps.
- Only 19% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE SOLUTIONS GROUP LLC.
Plan sponsor
Name
ALLIANCE SOLUTIONS GROUP LLC
EIN
45-4014987
Address
6161 OAK TREE BLVD. · SUITE 300 · INDEPENDENCE, OH · 44131
Phone
(216) 273-1801
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHEN & COMPANY, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISOR | 23-2697799 | — | ADVISOR | $26K | — |
Investments
23 direct securities · 1 pooled fund· $4.7M(100% of reported assets)
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.
Uncategorized
$4.7M
23 holdings
Common Collective Trust
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| flexPATH Index Moderate 2055 R1 Mutual Fund | — | — | — | $840K | 17.8% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $790K | 16.7% | |
| flexPATH Index Moderate 2045 R1 Mutual Fund | — | — | — | $520K | 11.0% | |
| flexPATH Index Aggressive 2055 R1 Mutual Fund | — | — | — | $456K | 9.7% | |
| flexPATH Index Aggressive 2035 R1 Mutual Fund | — | — | — | $437K | 9.3% | |
| flexPATH Index Aggressive 2045 R1 Mutual Fund | — | — | — | $398K | 8.4% | |
| AB Small Cap Growth Portfolio Z Mutual Fund ** 95 flexPATH Index Moderate 2035 R1 Mutual Fund | — | — | — | $342K | 7.2% | |
| BlackRock Equity Index 1 Mutual Fund | — | — | — | $292K | 6.2% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $93K | 2.0% | |
| flexPATH Index Moderate Retire R1 Mutual Fund | — | — | — | $86K | 1.8% | |
| flexPATH Index Moderate 2065 R1 Mutual Fund | — | — | — | $76K | 1.6% | |
| flexPATH Index Aggressive Retire R1 Mutual Fund | — | — | — | $75K | 1.6% | |
| (CL) American Century Small Cap Value R6 Mutual Fund | — | — | — | $42K | 0.9% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $42K | 0.9% | |
| ALLIANCE SOLUTIONS AGGRESS ALLOCATION Mutual Fund | — | — | — | $40K | 0.8% | |
| ALLIANCE SOLUTIONS MOD ALLOCATION Mutual Fund | — | — | — | $31K | 0.7% | |
| Participant loans Maturing through December 2028 $0 | — | — | — | $31K | 0.7% | |
| ALLIANCE SOLUTIONS CONSERV ALLOCATION Mutual Fund | — | — | — | $28K | 0.6% | |
| BlackRock EAFE Equity Index 1 Mutual Fund | — | — | — | $23K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $17K | 0.4% | |
| MFS International Equity R6 Mutual Fund | — | — | — | $15K | 0.3% | |
| ALLIANCE SOLUTIONS MOD AGGRESS Mutual Fund | — | — | — | $11K | 0.2% | |
| PUTNAM STABLE VALUE - 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9K | 0.2% | |
| Fidelity Advisor Total Bond Z Mutual Fund | — | — | — | $6K | 0.1% |
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