How big is Allium Financial Advisors, LLC's plan?

Allium Financial Advisors, LLC's plan reported $789K in assets and 10 participants for 2025.

Original filing (PDF)20260421085033NAL0001285395001

Allium Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Allium Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Allium Financial Advisors, LLC's Allium Financial Advisors, LLC 401(k) Plan held $789K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

Plan identifiers

Allium Financial Advisors, LLC's EIN is 82-1142578.

EIN 82-1142578

Plan number 001

Plan year 2025

ACK ID 20260421085033NAL0001285395001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Allium Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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