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ALLIANCE PORTFOLIO

EIN 81-3388179-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
11
120 VANTIS SUITE 515 - ALISO VIEJO, CA 92656949-349-1322allianceportfolio.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.6M - 11 part

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Retirement#001

ALLIANCE PORTFOLIO 401K PLAN

401k

Assets$1.6M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIANCE PORTFOLIO 401K PLAN401k$1.6M112024
Retirement plans
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