How big is ALIA Wealth Partners LLC's plan?

ALIA Wealth Partners LLC's plan reported $217K in assets and 4 participants for 2024.

Original filing (PDF)20250729120145NAL0001296755001

ALIA Wealth Partners LLC

Name: ALIA Wealth Partners LLC — ALIA Wealth Partners LLC, Form 5500 (2024)
Creator: ALIA Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALIA Wealth Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · ALIA Wealth Partners LLC's ALIA Wealth Partners LLC 401(k) Profit Sharing Plan & Trust held $217K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

People on this filing

Lindsey RHEA signed ALIA Wealth Partners LLC's 2024 Form 5500 as plan administrator.

Lindsey RHEA — 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

ALIA Wealth Partners LLC's EIN is 47-1018747.

EIN 47-1018747

Plan number 001

Plan year 2024

ACK ID 20250729120145NAL0001296755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ALIA Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ALIA Wealth Partners 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 ALIA WEALTH PARTNERS 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