How big is Alliance Private Wealth, LLC's plan?

Alliance Private Wealth, LLC's plan reported $2.5M in assets and 9 participants for 2024.

Original filing (PDF)20250522153621NAL0008515554001

Alliance Private Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Alliance Private Wealth, LLC 401(k) P/S Plan

401(k) retirement plan · Alliance Private Wealth, LLC's Alliance Private Wealth, LLC 401(k) P/S Plan held $2.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Gregory Farland signed Alliance Private Wealth, LLC's 2024 Form 5500 as plan administrator.

Gregory Farland — 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 Private Wealth, LLC's EIN is 80-0969478.

EIN 80-0969478

Plan number 001

Plan year 2024

ACK ID 20250522153621NAL0008515554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alliance Private Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alliance Private Wealth, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PRIVATE WEALTH, LLC.

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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