Original filing (PDF)20260320160959NAL0006483459001

ALLUVIAL PRIVATE WEALTH MANAGE

Name: ALLUVIAL PRIVATE WEALTH MANAGE — Form 5500 (2024)
Creator: ALLUVIAL PRIVATE WEALTH MANAGE

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Signals · 1

Late filing · 4.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 4.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ALLUVIAL PRIVATE WEALTH MANAGE

EIN

88-2728767all filings

Address

107 N MAIN ST STE 202 · MARION, OH · 433023000

Phone

(740) 244-8822

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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