How big is Alliance Summit Group's plan?

Alliance Summit Group's plan reported $208K in assets and 86 participants for 2024.

Original filing (PDF)20250722141141NAL0001416867001

Alliance Summit Group

Name: Alliance Summit Group — Form 5500 (2024)
Creator: Alliance Summit Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Alliance Summit Group held $208K in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

People on this filing

Nick Rice signed Alliance Summit Group's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Alliance Summit Group's EIN is 85-3104733.

EIN 85-3104733

Plan number 001

Plan year 2024

ACK ID 20250722141141NAL0001416867001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alliance Summit Group'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 ALLIANCE SUMMIT GROUP.

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Plan health score

Above-average plan

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