Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLIANCE HOLDINGS, INC.
EIN 23-2795681venture capital & private equityLatest filing 2024
Plans
2
Retirement
2
$80.6M assets
Welfare
0
Participants
6,450
100 WITMER ROAD, SUITE 170 - HORSHAM, PA 190442648215-706-0873allianceholdings.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $80.6M assets / 6,450 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLIANCE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$63.6M
Participants6,270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALLIANCE HOLDINGS, INC. 401(K) PLAN
401k
Assets$17.0M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLIANCE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $63.6M | 6,270 | 2024 | |
| 002 | ALLIANCE HOLDINGS, INC. 401(K) PLAN | 401k | $17.0M | 180 | 2024 |
Retirement plans