How big is Alliance Trading Group's plan?

Alliance Trading Group's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250721233120NAL0002710528001

Alliance Trading Group

Name: Alliance Trading Group — Alliance Trading Group, Form 5500 (2024)
Creator: Alliance Trading Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alliance Trading Group 401(k) Plan

401(k) retirement plan · Alliance Trading Group's Alliance Trading Group 401(k) Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Molly Soong signed Alliance Trading Group's 2024 Form 5500 as plan administrator.

Molly Soong — 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

Alliance Trading Group's EIN is 47-4187648.

EIN 47-4187648

Plan number 001

Plan year 2024

ACK ID 20250721233120NAL0002710528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alliance Trading Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alliance Trading Group'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 ALLIANCE TRADING GROUP.

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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 (91st percentile).

Plan sponsor

Name

ALLIANCE TRADING GROUP

EIN

all filings

Address

3315 NE 20TH AVENUE · PORTLAND, OR · 97212

Phone

(503) 522-3363

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator