Alliance Health Management Services, LLC 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Alliance Health Management Services, LLC
  • Sponsor EIN: 344639819
  • Sponsor Address: 144 TURNPIKE ROAD, SUITE 220, SOUTHBOROUGH, MA, 01772
  • Plan Type: 403(b)
  • Total Participants: 34
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202434$1.5M$0$180,490
202330$1.1M$0$150,034
202234$923,851$0$223,958

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