How big is Alpha Q, Inc.'s plan?

Alpha Q, Inc.'s plan reported $16.0M in assets and 191 participants for 2023.

Original filing (PDF)20250731101742NAL0002499923001

Alpha Q, Inc.

Name: Alpha Q, Inc. — Alpha Q, Inc. 401(k) Plan, Form 5500 (2023)
Creator: Alpha Q, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Alpha Q, Inc. 401(k) Plan

401(k) retirement plan · Alpha Q, Inc.'s Alpha Q, Inc. 401(k) Plan held $16.0M in plan assets for 191 participants in 2023.

Signals · 1

No recordkeeper disclosed

Active participants

191

Accounts w/ balance

200

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

Plan identifiers

Alpha Q, Inc.'s EIN is 06-1413276.

EIN 06-1413276

Plan number 001

Plan year 2023

ACK ID 20250731101742NAL0002499923001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Alpha Q, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Alpha Q, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALPHA Q, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

ALPHA Q, INC.

EIN

all filings

Address

87 UPTON ROAD · COLCHESTER, CT · 064152712

Phone

(860) 537-4681

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS	34-1542819	—	SERVICE PROVIDER	—	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
JIM HALLINAN PENSION CONSULTING	—	—	THIRD PARTY ADMINISTRATO	$0	—

Investments

39 direct securities · 1 pooled fund· $28.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$12.3M

1 holding

Other securities

$8.6M

21 holdings

Stable Value

$3.5M

2 holdings

Mutual Funds

$2.6M

11 holdings

Common Collective Trusts

$1.1M

3 holdings

Bonds / Notes

$184K

1 holding

Common Stocks

$59K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Voya$3.8M American Funds (Capital Group)$1.5M JPMorgan$534K PIMCO$411K Dimensional / DFA$343K

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
JIM HALLINAN PENSION CONSULTING	33-3000333	—	SERVICE PROVIDER	$9K	—
CLIFTONLARSONALLEN, LLC	44-4000444	—	SERVICE PROVIDER	$5K	—
THE RETIREMENT PLAN COMPANY LLC	—	—	SERVICE PROVIDER	—	—

					% of plan
MAP V SEPARATE ACCOUNT D CONTRACT VOYA RETIREMENT INSURANCE CO. · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$12.3M	76.9%
TRwPr Blue Chip Growth Fnd I Mutual Fund	Other securities	—	—	$2.4M	15.0%
Voya Fixed Account (4450) Guaranteed Investment Contract	Stable Value	—	—	$2.0M	12.4%
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$1.5M	9.6%
Vangrd Trgt Retire 2055 Fd Mutual Fund	Other securities	—	—	$1.0M	6.4%
Vangrd Trgt Retire 2035 Fd Mutual Fund	Other securities	—	—	$982K	6.1%
American Funds Nw Prspctv R6 Mutual Fund	Mutual Funds	—	—	$693K	4.3%
American Funds Amer Mutual R6 Mutual Fund	Mutual Funds	—	—	$675K	4.2%
Vangrd Trgt Retire 2030 Fd Mutual Fund	Other securities	—	—	$621K	3.9%
Vangrd Mid-Cap Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$580K	3.6%
Vangrd Trgt Retire 2045 Fd Mutual Fund	Other securities	—	—	$543K	3.4%
JPMorgan LgCp Grw Fnd R6 Mutual Fund	Other securities	—	—	$534K	3.3%
VY TRwPr Cap Apprec Port R6 Mutual Fund	Other securities	—	—	$446K	2.8%
Vangrd Trgt Retire 2025 Fd Mutual Fund	Other securities	—	—	$440K	2.8%
PIMCO Income Fund Ins Mutual Fund	Mutual Funds	—	—	$411K	2.6%
Vangrd 500 Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$362K	2.3%
Carillon Eagle Mid Cap Grw R6 Mutual Fund	Other securities	—	—	$357K	2.2%
MFS International Value Fnd R6 Mutual Fund	Mutual Funds	—	—	$293K	1.8%
Voya Intermediate Bond Fund R6 Mutual Fund	Other securities	—	—	$271K	1.7%
Vangrd Small-Cap Index Fnd Adm Mutual Fund	Other securities	—	—	$208K	1.3%
Plan Participants Participant Loans Interest Rates of 5.25% to 9.50% -	Bonds / Notes	—	—	$184K	1.1%
Vangrd Trgt Retire 2060 Fd Mutual Fund	Other securities	—	—	$174K	1.1%
Vangrd Value Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$142K	0.9%
Vangrd Trgt Retire 2040 Fd Mutual Fund	Other securities	—	—	$132K	0.8%
DFA Infl-Prot Sec Port Ins Mutual Fund	Mutual Funds	—	—	$129K	0.8%
Vangrd Trgt Retire 2050 Fd Mutual Fund	Other securities	—	—	$117K	0.7%
Virtus Crdx MC Vl Eq Fd R6 Mutual Fund	Other securities	—	—	$96K	0.6%
American Funds EuroPacific R6 Mutual Fund	Mutual Funds	—	—	$94K	0.6%
AB Global Bond Fund Z Mutual Fund	Other securities	—	—	$80K	0.5%
DFA US Targeted Vl Port Ins Mutual Fund	Mutual Funds	—	—	$76K	0.5%
DFA Interm Govt Fix Inc Pt Ins Mutual Fund	Mutual Funds	—	—	$61K	0.4%
Vangrd Trgt Retire 2020 Fd Mutual Fund	Other securities	—	—	$59K	0.4%
Vangrd Trgt Retire Inc Fd Mutual Fund	Common Stocks	—	—	$59K	0.4%
American Funds Fdmntl Inv R6 Mutual Fund	Mutual Funds	—	—	$53K	0.3%
DFA Real Estate Secs Port Ins Mutual Fund	Mutual Funds	—	—	$49K	0.3%
Voya Gv Mny Mkt F A (Hld Acct) Mutual Fund	Other securities	—	—	$46K	0.3%
Vangrd Trgt Retire 2065 Fd Mutual Fund	Other securities	—	—	$43K	0.3%
DFA Emerging Markets Pt Ins Mutual Fund	Mutual Funds	—	—	$28K	0.2%
Inv Gold & Spec Min Fd R6 Mutual Fund	Other securities	—	—	$9K	<0.1%
Vangrd Trgt Retire 2070 Fd Mutual Fund	Other securities	—	—	$5K	<0.1%

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