How big is Aligned Equity Group LLC's plan?

Aligned Equity Group LLC's plan reported $2K in assets and 6 participants for 2024.

Original filing (PDF)20251229104157NAL0028356224001

Aligned Equity Group LLC

Name: Aligned Equity Group LLC — Aligned Equity Group LLC, Form 5500 (2024)
Creator: Aligned Equity Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aligned Equity Group LLC MCF Benefit Plan

Health & welfare plan · Aligned Equity Group LLC's Aligned Equity Group LLC MCF Benefit Plan held $2K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$633

People on this filing

Becky Wekenborg signed Aligned Equity Group LLC's 2024 Form 5500 as plan administrator.

Becky Wekenborg — 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

Aligned Equity Group LLC's EIN is 84-3464999.

EIN 84-3464999

Plan number 501

Plan year 2024

ACK ID 20251229104157NAL0028356224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aligned Equity Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aligned Equity Group LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALIGNED EQUITY GROUP LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score