How big is Steven B. Alexander's plan?

Steven B. Alexander's plan reported $509K in assets and 1 participants for 2024.

Original filing (PDF)20251012132914NAL0000837344001

Steven B. Alexander

Name: Steven B. Alexander — Steven B. Alexander Profit, Form 5500 (2024)
Creator: Steven B. Alexander
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven B. Alexander Profit Sharing Plan

Defined-contribution retirement plan · Steven B. Alexander's Steven B. Alexander Profit Sharing Plan held $509K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

People on this filing

Steven B. Alexander signed Steven B. Alexander's 2024 Form 5500 as plan administrator.

Steven B. Alexander — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Steven B. Alexander's EIN is 16-1506451.

EIN 16-1506451

Plan number 001

Plan year 2024

ACK ID 20251012132914NAL0000837344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven B. Alexander from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven B. Alexander's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN B. ALEXANDER.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

STEVEN B. ALEXANDER

EIN

all filings

Address

215 INWOOD DR · ROCHESTER, NY · 14625

Phone

(585) 637-7130

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator