Sponsor portfolio
ALLIANCE WEALTH RESOURCES, INC.
EIN 88-2021175financial servicesLatest filing 2025
Plans
1
Retirement
1
$5.5M assets
Welfare
0
Participants
47
31248 E. OAK CREST DRIVE, SUITE 100 - WESTLAKE VILLAGE, CA 91361805-371-8020alliancewealthstrategies.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 | ALLIANCE WEALTH RESOURCES, INC. 401(K) PLAN | 401k | $5.5M | 47 | 2025 |
Retirement plans