How big is Align Financials' plan?

Align Financials' plan reported $238K in assets and 4 participants for 2024.

Original filing (PDF)20250730142712NAL0010612130001

Align Financials

Name: Align Financials — Align Financials 401(k) Plan, Form 5500 (2024)
Creator: Align Financials
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Align Financials 401(k) Plan

401(k) retirement plan · Align Financials' Align Financials 401(k) Plan held $238K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

People on this filing

Holly Van Blarcum signed Align Financials' 2024 Form 5500 as plan administrator.

Holly Van Blarcum — 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

Align Financials' EIN is 47-4691215.

EIN 47-4691215

Plan number 001

Plan year 2024

ACK ID 20250730142712NAL0010612130001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Align Financials' 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 ALIGN FINANCIALS.

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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 (92nd percentile).

Plan sponsor

Name

ALIGN FINANCIALS

EIN

all filings

Address

22354 E HIDDEN TRAIL DR · PARKER, CO · 80138

Phone

(720) 441-7774

Industry

Professional & Technical Services

Plan administrator