Original filing (PDF)20250418220712NAL0000020083007

Aligne Wealth Preservation & Insurance Services, LLC.

Name: Aligne Wealth Preservation & Insurance Services, LLC. — Form 5500 Plan 001 (2024)
Creator: Aligne Wealth Preservation & Insurance Services, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aligne Wealth Preservation & Insurance Services 401(k) Plan

401(k) retirement plan · Aligne Wealth Preservation & Insurance Services, LLC.'s Aligne Wealth Preservation & Insurance Services 401(k) Plan held $38K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

QIAN LIU signed Aligne Wealth Preservation & Insurance Services, LLC.'s 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Aligne Wealth Preservation & Insurance Services, LLC.'s EIN is 45-5018892.

EIN 45-5018892

Plan number 001

Plan year 2024

ACK ID 20250418220712NAL0000020083007

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aligne Wealth Preservation & Insurance Services, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aligne Wealth Preservation & Insurance Services, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC..

Finding similar companies…

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