Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLIANCE BUILDING SOLUTIONS, LLC
EIN 99-3224614financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
86
12520 HIGH BLUFF DRIVE, SUITE 345 - SAN DIEGO, CA 92130619-438-3028alliancefundingsolutions.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 86 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#005
ALLIANCE COMPANIES 401(K) PLAN
401k
Assets$3.9M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALLIANCE COMPANIES CASH BALANCE PLAN
CashBalance
Assets$443K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | ALLIANCE COMPANIES 401(K) PLAN | 401k | $3.9M | 67 | 2025 | |
| 002 | ALLIANCE COMPANIES CASH BALANCE PLAN | CashBalance | $443K | 19 | 2024 |
Retirement plans