Alliance Group Retirement Plan
The Alliance Group, Chandler AZ. Employer ID 911858530, plan number 001. Annual reports on file for 2009 to 2025.
Where the money went
Plans that moved money into this one:
- 2016: money from Dhr 401k Profit Sharing Plan (formerly the Dhr/terra Firma 401k Profit Sharing Plan) moved in.
- 2019: money from Oasis Retirement Savings Plan moved in.
- 2022: money from Vivax Pros LLC Smart Plan moved in.
- 2022: money from Questco Companies Retirement Plan moved in.
- Filed 2009-2025Alliance Group Retirement Plan, The Alliance Group
- 2025Assets transferred to Vensure Employer Services, Inc. 401(k) Profit Sharing Plan
- TodayVensure Employer Services, Inc. 401(k) Profit Sharing Plan still files. Slavic Integrated Administration keeps the records. That is where to ask.
Records are kept by Slavic Integrated Administration, per the 2024 filing.
Left in 2014? You may be owed employer money
- In plan year 2014, active participants fell from 887 to 635 (28%), and 67 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2014: Assets were transferred out, but no filing from the receiving plan matched.
- 2015: Assets were transferred out, but no filing from the receiving plan matched.
- 2018: Assets were transferred out, but no filing from the receiving plan matched.
- 2019: Assets were transferred out, but no filing from the receiving plan matched.
- 2020: Assets were transferred out, but no filing from the receiving plan matched.
- 2024: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2025: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2025: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2014 | 755 | 120 | Filing |
| 2015 | 855 | 179 | Filing |
| 2016 | 963 | 249 | Filing |
| 2017 | 1,206 | 56 | Filing |
| 2018 | 1,422 | 75 | Filing |
| 2019 | 1,471 | 113 | Filing |
| 2020 | 1,801 | 176 | Filing |
| 2021 | 1,795 | 192 | Filing |
| 2022 | 2,513 | 305 | Filing |
| 2023 | 2,322 | 180 | Filing |
| 2024 | 1,713 | 90 | Filing |
| 2025 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.