Aligned Equity Partners, Llc 401(k) Plan: Login, Facts & Contact Information
Aligned Equity Partners, Llc 401(k) Login
97 former Aligned Equity Partners, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Aligned Equity Partners, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 29, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $967,091 went into the plan in contributions, $111,110 of it from the employer (12%).
- $679,881 was paid out to participants.
- Investment and other income added $1.34 million.
- Administrative expenses were $58,185, about $278 per account.
How the Aligned Equity Partners, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 904 | $8.13 million | $298,243 | $1.27 million |
| 2020 | 417 | $9.32 million | $168,907 | $938,001 |
| 2021 | 458 | $10.1 million | $89,607 | $1.83 million |
| 2022 | 278 | $8.01 million | $5,437 | $1.06 million |
| 2023 | 274 | $8.94 million | $15,151 | $1.10 million |
| 2024 | 270 | $10.5 million | $111,110 | $679,881 |
Aligned Equity Partners, Llc 401(k) Contact Information
Questions about the Aligned Equity Partners, Llc 401(k)
Does Aligned Equity Partners, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $111,110, 12% of all contributions.
Does the Aligned Equity Partners, Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Aligned Equity Partners, Llc 401(k) plan?
270 participants at the start of plan year 2024, 122 of them active employees, and 97 former employees who still had money in the plan.
What is the average 401(k) balance at Aligned Equity Partners, Llc?
About $50,242 per account: $10.5 million in plan assets across 209 accounts with a balance at the end of plan year 2024.
Who manages the Aligned Equity Partners, Llc 401(k) accounts?
BENEFIT PLANS ADMIN.SERVICES, INC. is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Aligned Equity Partners, Llc. How do I access my 401(k)?
Your account stays with BENEFIT PLANS ADMIN.SERVICES, INC. after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.