What public Form 5500 filings show about the Alpha Mechanical, Inc. 401(k) plan — and how to find and check your own account.
Alpha Mechanical, Inc. (EIN 73-1696499) reports ALPHA MECHANICAL PENSION PLAN AND TRUST on its most recent Form 5500, with $6.1M in plan assets across 86 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Alpha Mechanical, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Alpha Mechanical, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JGD & ASSOCIATES LLP, WELLS FARGO ADVISORS.