How big is Aileron Wealth Management's plan?

Aileron Wealth Management's plan reported $134K in assets and 2 participants for 2025.

Original filing (PDF)20260422220921NAL0002219507080

Aileron Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Aileron Wealth Management 401(k) Plan

401(k) retirement plan · Aileron Wealth Management's Aileron Wealth Management 401(k) Plan held $134K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

Plan identifiers

Aileron Wealth Management's EIN is 83-2039463.

EIN 83-2039463

Plan number 001

Plan year 2025

ACK ID 20260422220921NAL0002219507080

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Aileron Wealth Management'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 AILERON WEALTH MANAGEMENT.

Finding similar companies…

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