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Original filing (PDF)20250731101742NAL0002499923001

ALPHA Q, INC.

Form 5500
FILING_RECEIVED
ALPHA Q, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
191
Accounts w/ balance
200
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
93
/ 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA Q, INC..
Plan sponsor
Name
ALPHA Q, INC.
EIN
06-1413276
Address
87 UPTON ROAD · COLCHESTER, CT · 064152712
Phone
(860) 537-4681
Industry
Manufacturingsee all
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)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

5 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
JIM HALLINAN PENSION CONSULTING——THIRD PARTY ADMINISTRATO$0—
Other
4
NameEINLocationRelationDirect compIndirect comp
JIM HALLINAN PENSION CONSULTING33-3000333—SERVICE PROVIDER$9K—
CLIFTONLARSONALLEN, LLC44-4000444—SERVICE PROVIDER$5K—
WELLS FARGO ADVISORS34-1542819—SERVICE PROVIDER——
THE RETIREMENT PLAN COMPANY LLC——SERVICE PROVIDER——

Investments

1 pooled fund· $12.3M(77% 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.

InvestmentTypeCurrent value% of plan
MAP V SEPARATE ACCOUNT D CONTRACT
VOYA RETIREMENT INSURANCE CO. · EIN 71-0294708 / PN 000
Pooled Separate Account
$12.3M76.9%

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