· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALPHA SOFTWARE, INC. — ALPHA SOFTWARE INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250616082218NAL0001989410001
ALPHA SOFTWARE, INC.
Form 5500-SF
FILING_RECEIVED
ALPHA SOFTWARE INC. 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
7
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALPHA SOFTWARE, INC.
.
Find decision makers
Plan sponsor
Name
ALPHA SOFTWARE, INC.
EIN
04-3485136
Address
70 BLANCHARD RD · BURLINGTON, MA · 01803
Phone
(603) 361-1467
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
BEZLIO
BEZLIO 401(K) PLAN
$1.0M · 6 participants
SETT SOLUTIONS, INC.
SETT PROFIT SHARING PLAN
$1.0M · 2 participants
CONVEX, INC.
CONVEX, INC. 401(K) PLAN
$1.0M · 19 participants
EYASCO, INC.
EYASCO 401(K) PLAN
$1.0M · 5 participants
INTEGRATED SYSTEMS ASSOCIATES, INC.
INTEGRATED SYSTEMS ASSOCIATES, INC. 401(K) PLAN
$1.0M · 4 participants
65
Knocking points off
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COGENT PEOPLE INC
COGENT PEOPLE INC 401(K) PLAN
$1.0M · 14 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B