How big is Align Wealth Group Corp.'s plan?

Align Wealth Group Corp.'s plan reported $84K in assets and 10 participants for 2022.

Original filing (PDF)20230519174220NAL0003311955001

Align Wealth Group Corp.

Name: Align Wealth Group Corp. — Align Wealth Group Corp., Form 5500 (2022)
Creator: Align Wealth Group Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Align Wealth Group Corp. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Align Wealth Group Corp.'s Align Wealth Group Corp. 401(k) Profit Sharing Plan & Trust held $84K in plan assets for 10 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

People on this filing

Ricardo Dacosta signed Align Wealth Group Corp.'s 2022 Form 5500 as plan administrator.

Ricardo Dacosta — 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

Align Wealth Group Corp.'s EIN is 86-3897484.

EIN 86-3897484

Plan number 001

Plan year 2022

ACK ID 20230519174220NAL0003311955001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Align Wealth Group Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Align Wealth Group Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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