Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLIANCE ADJUSTMENT GROUP, INC.
EIN 23-3004630insuranceLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
20
435 N. MAIN STREET - DOYLESTOWN, PA 18901267-880-3000allianceadjustment.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 20 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 ADJUSTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ALLIANCE ADJUSTMENT GROUP, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$466K
Participants11
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 ADJUSTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 9 | 2025 | |
| 002 | ALLIANCE ADJUSTMENT GROUP, INC. CASH BALANCE PENSION PLAN | CashBalance | $466K | 11 | 2024 |
Retirement plans