Original filing (PDF)20260127081234NAL0002249153001

B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT

Name: B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT — ALPHA CAPITAL MANAGEMENT RETIREMENT TRUST, Form 5500 (2024)
Creator: B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

ALPHA CAPITAL MANAGEMENT RETIREMENT TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT.

Plan sponsor

Name

B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT

EIN

04-3688515

Address

5407 PARKCREST DRIVE · 2ND FLOOR · AUSTIN, TX · 78731

Phone

(512) 322-9318

Industry

Finance & Insurancesee 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

2026-01-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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 Finance & Insurance plans

WHITMAN / PETERSON, LLC

WHITMAN PETERSON 401(K) PLAN

$4.0M · 27 participants

CAPSTONE WEALTH MANAGEMENT GROUP LLC

CAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN

$4.0M · 2 participants

JAMES REED FINANCIAL SERVICES, INC.

REED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN

$4.0M · 12 participants

CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC

CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 401(K) PLAN

$4.0M · 33 participants

AVALON CAPITAL MANAGEMENT