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  2. ALIANZA FAMILY SERVICES, LLC
Sponsor portfolio

ALIANZA FAMILY SERVICES, LLC

EIN 26-2343696-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
3
$1.9M assets
Welfare
0
Participants
252
6620 GULTON CT NE #C - ALBUQUERQUE, NM 87109505-890-8244LinkedIn11-50 employees
Plans on this EIN
3 filings
#003CashBalance-$813K - 30 part#001401k-$661K - 178 part#002ProfitSharing-$377K - 44 part

Retirement portfolio analytics

3 plans aggregated / $1.9M assets / 252 participants

Assets by plan

Share of aggregate retirement assets

44%top
  • SERVICES RETIREMENT PLAN (#003)44%
  • & AFFILIATES 401(K) (#001)36%
  • PROFIT SHARING PLAN (#002)20%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & AFFILIATES 401(K) (#001)178
  • PROFIT SHARING PLAN (#002)44
  • SERVICES RETIREMENT PLAN (#003)30
Total 252Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ALIANZA FAMILY SERVICES RETIREMENT PLAN

CashBalance

Assets$813K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

AFS & AFFILIATES 401(K) PLAN

401k

Assets$661K
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALIANZA FAMILY SERVICES PROFIT SHARING PLAN

ProfitSharing

Assets$377K
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003ALIANZA FAMILY SERVICES RETIREMENT PLANCashBalance$813K302025
001AFS & AFFILIATES 401(K) PLAN401k$661K1782025
002ALIANZA FAMILY SERVICES PROFIT SHARING PLANProfitSharing$377K442025
Retirement plans
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