How big is Alison Wealth Management's plan?

Alison Wealth Management's plan reported $110K in assets and 5 participants for 2024.

Original filing (PDF)20250624112209NAL0009839328001

Alison Wealth Management

Name: Alison Wealth Management — Alison Wealth Management, Form 5500 (2024)
Creator: Alison Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alison Wealth Management 401(k) Plan

401(k) retirement plan · Alison Wealth Management's Alison Wealth Management 401(k) Plan held $110K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

Plan identifiers

Alison Wealth Management's EIN is 82-4180876.

EIN 82-4180876

Plan number 001

Plan year 2024

ACK ID 20250624112209NAL0009839328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alison Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alison Wealth Management'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 ALISON WEALTH MANAGEMENT.

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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