How big is Align Wealth Strategies, LLC's plan?

Align Wealth Strategies, LLC's plan reported $1.4M in assets and 10 participants for 2024.

Original filing (PDF)20250619173520NAL0003359233001

Align Wealth Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

Align Wealth Strategies, LLC 401(k) Plan

401(k) retirement plan · Align Wealth Strategies, LLC's Align Wealth Strategies, LLC 401(k) Plan held $1.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Janel Cross signed Align Wealth Strategies, LLC's 2024 Form 5500 as plan administrator.

Janel Cross — 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 Wealth Strategies, LLC's EIN is 82-4765194.

EIN 82-4765194

Plan number 001

Plan year 2024

ACK ID 20250619173520NAL0003359233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Align Wealth Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Align Wealth Strategies, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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