How big is ALO Financial Planning's plan?

ALO Financial Planning's plan reported $418K in assets and 2 participants for 2024.

Original filing (PDF)20250711115420NAL0007308161001

ALO Financial Planning

Name: ALO Financial Planning — ALO Financial Planning, Form 5500 (2024)
Creator: ALO Financial Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALO Financial Planning Retirement Trust

401(k) retirement plan · ALO Financial Planning's ALO Financial Planning Retirement Trust held $418K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$418K

Net assets (EOY)

$418K

Plan identifiers

ALO Financial Planning's EIN is 83-1176790.

EIN 83-1176790

Plan number 001

Plan year 2024

ACK ID 20250711115420NAL0007308161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ALO Financial Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ALO Financial Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALO FINANCIAL PLANNING.

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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