How big is Alerion Capital Group LLC's plan?

Alerion Capital Group LLC's plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20250430185444NAL0002299137001

Alerion Capital Group LLC

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

Form 5500-SF

FILING_RECEIVED

Alerion Capital Group 401(k) Plan

401(k) retirement plan · Alerion Capital Group LLC's Alerion Capital Group 401(k) Plan held $1.4M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

JEFF Unruh signed Alerion Capital Group LLC's 2024 Form 5500 as plan administrator.

JEFF Unruh — Plan Administrator — Form 5500 signer
James Unruh — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Alerion Capital Group LLC's EIN is 86-0948199.

EIN 86-0948199

Plan number 002

Plan year 2024

ACK ID 20250430185444NAL0002299137001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alerion Capital Group LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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