Alena Wealth, LLC
Massachusetts
Registered In
01/01/2008
Incorp. Date
Company Summary
Alena Wealth, LLC at 57 Bedford ST STE 204, Lexington, Ma 02420 lists Marioleni Mandelis and Alan A. Ioffredo of Lexington, MA as the associates.
Overview
Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Marioleni Mandelis
Registered Agent
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57 BEDFORD ST STE 204, LEXINGTON, MA 02420
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Marioleni Mandelis
Manager
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Alan A. Ioffredo
Manager
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57 BEDFORD ST, LEXINGTON, MA 02420
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Alan A. Ioffredo
REAL PROPERTY
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57 BEDFORD ST, LEXINGTON, MA 02420
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Marioleni Mandelis
REAL PROPERTY
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Map & Locations
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57 BEDFORD ST STE 204, LEXINGTON, MA 02420
View Map
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Financials
Financial Information for Alena Wealth, LLC
Form 5500
ALENA WEALTH, LLC
57 Bedford Street Suite 204, Lexington, Ma 02420 (781) 861-1232 EIN:26-1444060 Plan Admin:Alan Ioffredo| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameALENA WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$5,438,183 / $4,687,088 | 2022 | ALENA WEALTH, LLC 401(K) PLAN - Plan #001 | 5 / 6 | $5,438,183 / $4,687,088 |
| 2021 | Plan NameALENA WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$4,067,499 / $5,438,183 | 2021 | ALENA WEALTH, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $4,067,499 / $5,438,183 |
| 2020 | Plan NameALENA WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$3,262,219 / $4,067,499 | 2020 | ALENA WEALTH, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $3,262,219 / $4,067,499 |
| 2019 | Plan NameALENA WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$2,253,762 / $3,262,219 | 2019 | ALENA WEALTH, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $2,253,762 / $3,262,219 |
Benefit & Retirement Plans based on Form 5500.
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|
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Person/City Match:Marioleni Mandelis - Lexington, MA
|
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|
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Sources
The following government agencies have contributed data:
• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor
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