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Original filing (PDF)20251015140546NAL0005077745001
ALPHA NET CONSULTING, LLC
Form 5500
FILING_RECEIVED
ALPHA NET CONSULTING, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
32% in single holding~128 bps in Sched C fees
Active participants
127
Accounts w/ balance
140
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN WELLINGTON FUND - INV" is 32% of plan.
- 128 bps in Schedule C fees — 146% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA NET CONSULTING, LLC.
Plan sponsor
Name
ALPHA NET CONSULTING, LLC
EIN
11-3524755
Address
3211 SCOTT BLVD. STE 203 · SANTA CLARA, CA · 95054
Phone
(408) 330-0896
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEKUBECKA, PLLC | 75-2783674 | — | ACCOUNTANT | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | 13-5657518 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
Investments
31 direct securities · 1 pooled fund· $4.9M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$4.9M
31 holdings
Common Collective Trust
$54K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN WELLINGTON FUND - INV | Registered Investment Companies | — | — | $1.6M | 31.8% | |
| BLACKROCK HIGH YIELD K 945 REGISTERED INVESTMENT COMPANY VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $778K | 15.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $603K | 12.1% | |
| VAN TARGET RETIRE 2020 933 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $222K | 4.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $175K | 3.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $164K | 3.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $149K | 3.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $137K | 2.8% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $135K | 2.7% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $127K | 2.6% | |
| PGIM JENNISON MID CAP GR R6 | Registered Investment Companies | — | — | $113K | 2.3% | |
| EATON VANCE STRATEGIC INCOME I | Registered Investment Companies | — | — | $92K | 1.8% | |
| JHANCOCK DISC VAL INTL FUND R6 | Registered Investment Companies | — | — | $79K | 1.6% | |
| PIM GLOB ADV STRAT BND - INST 919 REGISTERED INVESTMENT COMPANY VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $60K | 1.2% | |
| COHEN & STEERS REALTY SHARES Z | Registered Investment Companies | — | — | $55K | 1.1% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $54K | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $45K | 0.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $42K | 0.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $39K | 0.8% | |
| THE JENSEN QUALITY GROWTH I 918 REGISTERED INVESTMENT COMPANY VOYA CORPORATE LEADERS 100 R6 | Registered Investment Companies | — | — | $39K | 0.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $33K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $32K | 0.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $32K | 0.6% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $29K | 0.6% | |
| VANGUARD EUROPEAN STK IDX ADM | Registered Investment Companies | — | — | $27K | 0.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $22K | 0.4% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $18K | 0.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $17K | 0.3% | |
| PUTNAM LARGE CAP VALUE R6 924 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $16K | 0.3% | |
| FIDELITY MID CAP STOCK FUND K | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARG RETIRE 2065 156 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2K | <0.1% |
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