Original filing (PDF)20251014114039NAL0001321027001

ALLIANCE PORTFOLIO

Name: ALLIANCE PORTFOLIO — ALLIANCE PORTFOLIO 401K PLAN, Form 5500 (2024)
Creator: ALLIANCE PORTFOLIO

Form 5500-SF

FILING_RECEIVED

ALLIANCE PORTFOLIO 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 PORTFOLIO.

Plan sponsor

Name

ALLIANCE PORTFOLIO

EIN

81-3388179

Address

120 VANTIS SUITE 515 · ALISO VIEJO, CA · 92656

Phone

(949) 349-1322

Industry

Finance & Insurancesee 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

2025-10-14

Pension benefit codes

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ALCOVA CAPITAL MANAGEMENT LP

ALCOVA CAPITAL MANAGEMENT LP PROFIT SHARING PLAN

$1.6M · 5 participants

HUMBERT MORTGAGE INC

HUMBERT MORTGAGE INC PROFIT SHARING PLAN

$1.6M · 2 participants

FEDERAL HILL MORTGAGE COMPANY,

FEDERAL HILL MORTGAGE COMPANY, LLC 401(K) PSP

$1.6M · 20 participants

HOMES MORTGAGE, LLC

HOMES MORTGAGE 401(K) PLAN

$1.6M · 4 participants

NSB ASSOCIATES INC

NSB ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST