Original filing (PDF)20250508111303NAL0019022624001

ALLIANCE TAX ADVISORS, LLC

Name: ALLIANCE TAX ADVISORS, LLC — ALLIANCE TAX ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: ALLIANCE TAX ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

ALLIANCE TAX ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLIANCE TAX ADVISORS, LLC.

Plan sponsor

Name

ALLIANCE TAX ADVISORS, LLC

EIN

77-0648378

Address

6191 STATE HIGHWAY 161, SUITE 100 · IRVING, TX · 75038

Phone

(214) 496-9800

Industry

Professional & Technical 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

2025-05-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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