Original filing (PDF)20250408125434NAL0035670274001

ALLIANCE GLOBAL ASSOCIATES, LLC.

Name: ALLIANCE GLOBAL ASSOCIATES, LLC. — ALLIANCE GLOBAL ASSOCIATES, LLC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALLIANCE GLOBAL ASSOCIATES, LLC.

Form 5500-SF

FILING_RECEIVED

ALLIANCE GLOBAL ASSOCIATES, LLC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE GLOBAL ASSOCIATES, LLC..

Plan sponsor

Name

ALLIANCE GLOBAL ASSOCIATES, LLC.

EIN

47-2544006

Address

90 TUNXIS HILL ROAD · FAIRFIELD, CT · 06825

Phone

(203) 223-8981

Industry

Transportation & Warehousingsee 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

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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