How big is Wealth Alliance Group LLC's plan?

Wealth Alliance Group LLC's plan reported $223K in assets and 11 participants for 2025.

Original filing (PDF)20260425220106NAL0007270705003

Wealth Alliance Group LLC

Name: Wealth Alliance Group LLC — Wealth Alliance Group, Form 5500 (2025)
Creator: Wealth Alliance Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Alliance Group LLC 401(k) Plan

401(k) retirement plan · Wealth Alliance Group LLC's Wealth Alliance Group LLC 401(k) Plan held $223K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

People on this filing

Elantha Barry signed Wealth Alliance Group LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Wealth Alliance Group LLC's EIN is 83-0619711.

EIN 83-0619711

Plan number 001

Plan year 2025

ACK ID 20260425220106NAL0007270705003

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Wealth Alliance Group 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 WEALTH ALLIANCE GROUP 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