How big is ALN Wealth's plan?

ALN Wealth's plan reported $748 in assets and 2 participants for 2025.

Original filing (PDF)20260220120228NAL0010733344001

ALN Wealth

Name: ALN Wealth — ALN Wealth GFB Benefit Plan, Form 5500 (2025)
Creator: ALN Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALN Wealth GFB Benefit Plan

Health & welfare plan · ALN Wealth's ALN Wealth GFB Benefit Plan held $748 in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$748

Net assets (EOY)

$218

People on this filing

Rachel Mosely signed ALN Wealth's 2025 Form 5500 as plan administrator.

Rachel Mosely — 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

ALN Wealth's EIN is 82-3537909.

EIN 82-3537909

Plan number 501

Plan year 2025

ACK ID 20260220120228NAL0010733344001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ALN Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ALN Wealth's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ALN WEALTH

EIN

all filings

Address

320 E CLAYTON ST STE 507 · ATHENS, GA · 30601

Phone

(404) 804-1182

Industry

Finance & Insurance

Plan administrator

Name

RACHEL MOSELY

EIN

61-1927403

City

MACON, GA

Phone

(800) 342-1192

Plan characteristics

Plan number

501

Plan year

2025

Plan year begin

2025-05-01

Tax period

2025-07-31

Filed

2026-02-20

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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