Find an old Alliance Solutions Group 401(k)

Who to contact about an account in each of the 2 Alliance Solutions Group plans, from the filings. Free, no sign-up, no Social Security number.

Alliance Solutions Group LLC Powered by Talentlaunch 401(k) Plan

Alliance Solutions Group LLC · Plan 001 · EIN 45-4014987 · Independence, OH

Active · plan year 2024 filing401(k)
Plan administratorAlliance Solutions Group LLC
6161 Oak Tree Blvd., Suite 300, Independence, OH 44131
Form 5500 ↗
Recordkeeper (who holds the accounts)Newport Group, Inc.Schedule C ↗
Former employees with balances46 separated participants still had money in the planForm 5500 ↗

Alliance Sol Grp Powered by Talentlaunch Ps Plan

Alliance Solutions Group LLC · Plan 002 · EIN 45-4014987 · Valley View, OH

Active · plan year 2025 filingProfit-sharing
Plan administratorAlliance Solutions Group LLC
8001 Sweet Valley Drive #4, Valley View, OH 44125
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Alliance Solutions Group 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Alliance Solutions Group 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Alliance Solutions Group LLC, (216) 273-1801. The accounts are held by the recordkeeper, Newport Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Alliance Solutions Group 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (216) 273-1801.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Alliance Solutions Group and does not hold accounts. Not financial advice. Report a correction