Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$62.1M
Filings through .
Alliance Holdings, Inc.
EIN 23-2795681venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$79.8M assets
Health & Benefits
0
Participants
6,370
100 WITMER ROAD, SUITE 170 - HORSHAM, PA 19044215-706-0873allianceholdings.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $79.8M assets / 6,370 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ALLIANCE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$62.1M
Participants6,183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ALLIANCE HOLDINGS, INC. 401(K) PLAN
401(k)
Assets$17.7M
Participants187
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ALLIANCE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $62.1M | 6,183 | 2025 |
| #002 | ALLIANCE HOLDINGS, INC. 401(K) PLAN | 401(k) | $17.7M | 187 | 2025 |
- #001 · ESOP · 20256,183
- #002 · 401(k) · 2025187
Retirement plans