How big is Alpha Foundation Specialists I's plan?

Alpha Foundation Specialists I's plan reported $1.3M in assets and 7 participants for 2025.

Original filing (PDF)20260511075834NAL0011338290001

Alpha Foundation Specialists I

Name: Alpha Foundation Specialists I — Alpha Foundation, Form 5500 (2025)
Creator: Alpha Foundation Specialists I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alpha Foundation Specialists I 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Alpha Foundation Specialists I's Alpha Foundation Specialists I 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Alpha Foundation Specialists I's EIN is 20-0331582.

EIN 20-0331582

Plan number 001

Plan year 2025

ACK ID 20260511075834NAL0011338290001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Alpha Foundation Specialists I from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Alpha Foundation Specialists I's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

ALPHA FOUNDATION SPECIALISTS I

EIN

all filings

Address

66 INDUSTRIAL PARK · MONTICELLO, FL · 323445876

Phone

(800) 741-3020

Industry

Construction

Plan administrator