Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALIGNED INCENTIVES, LLC
EIN 82-2703397events servicesLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
17
35 VILLAGE ROAD - MIDDLETON, MA 01949978-605-1015alignedevents.netLinkedIn1-10 employeesevents services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ALIGNED INCENTIVES, LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALIGNED INCENTIVES, LLC 401(K) PLAN
401k
Assets$699K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALIGNED INCENTIVES, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 5 | 2024 | |
| 001 | ALIGNED INCENTIVES, LLC 401(K) PLAN | 401k | $699K | 12 | 2024 |
Retirement plans