Sponsor portfolio

ALIGN FINANCIAL, LLC

EIN 82-1042337financial servicesLatest filing 2025

Plans

Retirement

$1.4M assets

Welfare

Participants

4960 MILLER TRUNK HWY STE 600 - HERMANTOWN, MN 55811218-336-2506align.financialLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401k-$1.4M - 12 part

Plan deep-dives

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Retirement#001

ALIGN FINANCIAL, LLC 401(K) P/S PLAN

401k

Assets$1.4M

Participants12

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	ALIGN FINANCIAL, LLC 401(K) P/S PLAN	401k	$1.4M	12	2025

Retirement plans