Assets by plan
Share of aggregate retirement assets
Filings through .
Alliance Group Services, LLC
EIN 27-2004691facilities servicesLatest filing 2025
Plans
3
Retirement
2
$18.0M assets
Health & Benefits
1
$1.5M premiums
Participants
579
PO BOX 666, 6 DAVID DRIVE - ESSEX JUNCTION, VT 05453802-864-4000agusa.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $18.0M assets / 411 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ASCENSUS LLC$13.1M
- (Not disclosed)$4.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 314 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$73K
- Life$29K
- Other$29K
- Long-term disability$28K
- Short-term disability$28K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ALLIANCE GROUP SERVICES, LLC 401(K) PLAN
401(k)
Assets$13.1M
Participants295
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.8M
Participants116
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
ALLIANCE GROUP, INC. WELFARE BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives314
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ALLIANCE GROUP SERVICES, LLC 401(K) PLAN | 401(k) | $13.1M | 295 | 2024 |
| #002 | ALLIANCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.8M | 116 | 2024 |
- #001 · 401(k) · 2024295
- #002 · ESOP · 2024116
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | ALLIANCE GROUP, INC. WELFARE BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.5M | 314 | 2025 |
- #510 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025314
Retirement plans
Health & Benefits plans