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Sponsor portfolio

ALLIANCE EXECUTIVE SEARCH, LLC

EIN 45-4574229-Latest filing 2025
Plans
3
Retirement
2
$14.6M assets
Welfare
1
$983K premiums
Participants
326
1950 OLD GALLOWS ROAD, SUITE 410 - VIENNA, VA 22182571-221-7748
Plans on this EIN
3 filings
#001401k-$14.5M - 193 part#002CashBalance-$23K - 4 part#501Fully Insured-$983K - 129 lives

Retirement portfolio analytics

2 plans aggregated / $14.6M assets / 197 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#001)100%
  • CASH BALANCE PLAN (#002)0%
Total $14.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • EPIC RETIREMENT PLAN SERVICES100%
  • (Not disclosed)0%
Total $14.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)193
  • CASH BALANCE PLAN (#002)4
Total 197Click row to drill in

Benefits portfolio analytics

1 plan / $983K premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$848K
  • Prescription drug$848K
  • Dental$134K
  • Vision$134K
  • Life$134K
  • Short-term disability$134K
  • +2 more
Total $983K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $983K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • DIGITAL INSURANCE LLC71%
  • KELLY & ASSOCIATES INSURANCE GROUP29%
Total $82K2 slices

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 EXECUTIVE SEARCH, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$14.5M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLIANCE EXECUTIVE SEARCH, LLC CASH BALANCE PLAN

CashBalance

Assets$23K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIANCE EXECUTIVE SEARCH, LLC GROUP HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$983K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLIANCE EXECUTIVE SEARCH, LLC 401(K) PROFIT SHARING PLAN401k$14.5M1932024
002ALLIANCE EXECUTIVE SEARCH, LLC CASH BALANCE PLANCashBalance$23K42024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIANCE EXECUTIVE SEARCH, LLC GROUP HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$983K1292025
Retirement plans
Welfare plans
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