How big is Alleviate Tax LLC's plan?

Alleviate Tax LLC's plan reported $533K in assets and 145 participants for 2024.

Original filing (PDF)20250627090923NAL0013572288001

Alleviate Tax LLC

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

Form 5500-SF

FILING_RECEIVED

Alleviate Tax LLC 401(k) Plan

401(k) retirement plan · Alleviate Tax LLC's Alleviate Tax LLC 401(k) Plan held $533K in plan assets for 145 participants in 2024.

Signals · 1

No auditor on file

Active participants

145

Accounts w/ balance

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

People on this filing

Shirley Horner signed Alleviate Tax LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Alleviate Tax LLC's EIN is 82-4559070.

EIN 82-4559070

Plan number 001

Plan year 2024

ACK ID 20250627090923NAL0013572288001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alleviate Tax LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score