Original filing (PDF)20251002072822NAL0000161697001

ALLIANCE STRATEGIES, INC.

Name: ALLIANCE STRATEGIES, INC. — ALLIANCE STRATEGIES 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: ALLIANCE STRATEGIES, INC.

Form 5500-SF

FILING_RECEIVED

ALLIANCE STRATEGIES 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 STRATEGIES, INC..

Plan sponsor

Name

ALLIANCE STRATEGIES, INC.

EIN

61-2033124

Address

2021 E. 5TH STREET, SUITE 101 · AUSTIN, TX · 78702

Phone

(512) 457-8062

Industry

Educational Servicessee 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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

FOUNDATION FOR SANTA BARBARA CITY COLLEGE

THE FOUNDATION FOR SANTA BARBARA CITY COLLEGE DEFI RETIREMENT PLAN

$3.0M · 13 participants

THE VALLEY SCHOOL OF SEATTLE

THE VALLEY SCHOOL 403(B) DC PLAN

$3.0M · 32 participants

ADA CHRISTIAN SCHOOL SOCIETY

ADA CHRISTIAN SCHOOL 403(B) PLAN

$3.0M · 54 participants

COMMUNITY THERAPEUTIC DAY SCHOOL

COMMUNITY THERAPEUTIC DAY SCHOOL 403B PLAN

$3.0M · 30 participants

J BAR J YOUTH SERVICES, INC.

J BAR J 401(K) PLAN