Assets by plan
Share of aggregate retirement assets
Filings through .
Alianza Family Services, LLC
EIN 26-2343696Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$1.9M assets
Health & Benefits
0
Participants
252
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.9M assets / 252 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#003
ALIANZA FAMILY SERVICES RETIREMENT PLAN
Cash balance
Assets$813K
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
AFS & AFFILIATES 401(K) PLAN
401(k)
Assets$661K
Participants178
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ALIANZA FAMILY SERVICES PROFIT SHARING PLAN
Profit-sharing
Assets$377K
Participants44
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ALIANZA FAMILY SERVICES RETIREMENT PLAN | Cash balance | $813K | 30 | 2025 |
| #001 | AFS & AFFILIATES 401(K) PLAN | 401(k) | $661K | 178 | 2025 |
| #002 | ALIANZA FAMILY SERVICES PROFIT SHARING PLAN | Profit-sharing | $377K | 44 | 2025 |
- #003 · Cash balance · 202530
- #001 · 401(k) · 2025178
- #002 · Profit-sharing · 202544
Retirement plans