How big is Align Financial, LLC's plan?

Align Financial, LLC's plan reported $1.4M in assets and 11 participants for 2025.

Original filing (PDF)20260501122246NAL0001454448001

Align Financial, LLC

Name: Align Financial, LLC — Align Financial, LLC 401(k), Form 5500 (2025)
Creator: Align Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Align Financial, LLC 401(k) P/S Plan

401(k) retirement plan · Align Financial, LLC's Align Financial, LLC 401(k) P/S Plan held $1.4M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Natalia Benson signed Align Financial, LLC's 2025 Form 5500 as plan administrator.

Natalia Benson — 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

Align Financial, LLC's EIN is 82-1042337.

EIN 82-1042337

Plan number 001

Plan year 2025

ACK ID 20260501122246NAL0001454448001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Align Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Align Financial, 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 ALIGN FINANCIAL, 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