How big is Alere Planning, LLC's plan?

Alere Planning, LLC's plan reported $885K in assets and 2 participants for 2024.

Original filing (PDF)20251014120011NAL0001315411002

Alere Planning, LLC

Name: Alere Planning, LLC — Alere Planning, LLC 401(k), Form 5500 (2024)
Creator: Alere Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alere Planning, LLC 401(k) Plan

401(k) retirement plan · Alere Planning, LLC's Alere Planning, LLC 401(k) Plan held $885K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$885K

Net assets (EOY)

$885K

Plan identifiers

Alere Planning, LLC's EIN is 82-0601280.

EIN 82-0601280

Plan number 001

Plan year 2024

ACK ID 20251014120011NAL0001315411002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alere Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALERE PLANNING, 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