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Original filing (PDF)20250813094534NAL0008689809001
THE ALIGNED COMPANY
Form 5500
FILING_RECEIVED
EXTRA 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
58
Accounts w/ balance
58
Plan assets (EOY)
$508K
Net assets (EOY)
$508K
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
77
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral Mutual Fund -" is 46% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ALIGNED COMPANY.
Plan sponsor
Name
THE ALIGNED COMPANY
EIN
83-0866845
Address
360 E 2ND STREET · SUITE 809 · LOS ANGELES, CA · 90012
Phone
(213) 444-3025
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RICHEY MAY CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
10 direct securities· $506K(100% of reported assets)
Uncategorized
$466K
9 holdings
Mutual Funds
$40K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Mutual Fund - | — | — | — | $231K | 45.4% | |
| Vanguard Total International Stock Index Admiral Mutual Fund - | — | — | — | $136K | 26.8% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund - 484 Vanguard Mid-Cap Index Admiral Mutual Fund - 467 Vanguard Real Estate Index Admiral Mutual Fund - | — | — | — | $41K | 8.1% | |
| Vanguard Small-Cap Growth Index Admiral Mutual Fund - 188 Vanguard Small-Cap Index Admiral Mutual Fund - 188 Vanguard Small-Cap Value Index Admiral Mutual Fund - 94 Vanguard Total Bond Market Index Admiral Mutual Fund - | Mutual Funds | — | — | $40K | 7.9% | |
| Vanguard Cash noninterest bearing - | — | — | — | $28K | 5.6% | |
| Vanguard Total International Bond Index Admiral Mutual Fund - | — | — | — | $17K | 3.3% | |
| Vanguard Short Term Bond Index Admiral Mutual Fund - 79 Vanguard Short-Term Inflation-Protected Securities Index Admiral | — | — | — | $8K | 1.5% | |
| Vanguard Growth Index Admiral Mutual Fund - | — | — | — | $2K | 0.4% | |
| DFA Global Real Estate Mutual Fund - 184 TIAA Core Impact Bond Mutual Fund - 77 Vanguard 500 Index Admiral Mutual Fund - | — | — | — | $2K | 0.3% | |
| Vanguard Value Index Admiral - 451 Vanguard FTSE Social Index Admiral Mutual Fund - | — | — | — | $1K | 0.2% |
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