Plan Snapshot
- Plan Sponsor: Alliance Solutions Group LLC
- Sponsor EIN: 202735436
- Sponsor Address: 47 SOUTH PALM AVE, SARASOTA, FL, 34236
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $2.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 83 | $2.9M | $0 | $470,932 |
| 2023 | 55 | $2.3M | $0 | $299,431 |
| 2022 | 40 | $1.6M | $0 | $269,943 |