Sponsor portfolio
ALERE PLANNING, LLC
EIN 82-0601280financial servicesLatest filing 2024
Plans
1
Retirement
1
$885K assets
Welfare
0
Participants
2
110 WEST ROAD, SUITE 415 - TOWSON, MD 21204410-252-0088alereplanning.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALERE PLANNING, LLC 401(K) PLAN | 401k | $885K | 2 | 2024 |
Retirement plans