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ALIGN WEALTH STRATEGIES, LLC

EIN 82-4765194-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
12
480 NEW HOLLAND AVE., SUITE 6204 - LANCASTER, PA 17602717-740-2630alignwealthstrategies.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$1.4M - 12 part

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Retirement#001

ALIGN WEALTH STRATEGIES, LLC 401(K) PLAN

401k

Assets$1.4M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALIGN WEALTH STRATEGIES, LLC 401(K) PLAN401k$1.4M122024
Retirement plans
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