How big is Alaethes Wealth, LLC's plan?

Alaethes Wealth, LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250508195056NAL0012487089001

Alaethes Wealth, LLC

Name: Alaethes Wealth, LLC — Alaethes Wealth, LLC 401(k), Form 5500 (2024)
Creator: Alaethes Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alaethes Wealth, LLC 401(k) Plan

401(k) retirement plan · Alaethes Wealth, LLC's Alaethes Wealth, LLC 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Alaethes Wealth, LLC's EIN is 84-2211216.

EIN 84-2211216

Plan number 001

Plan year 2024

ACK ID 20250508195056NAL0012487089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alaethes Wealth, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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