Original filing (PDF)20250706113738NAL0002541985001

ALPINE ASSOCIATES SERVICES INC.

Name: ALPINE ASSOCIATES SERVICES INC. — ALPINE ASSOCIATES SERVICES INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: ALPINE ASSOCIATES SERVICES INC.

Form 5500-SF

FILING_RECEIVED

ALPINE ASSOCIATES SERVICES INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26.7M

Net assets (EOY)

$26.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPINE ASSOCIATES SERVICES INC..

Plan sponsor

Name

ALPINE ASSOCIATES SERVICES INC.

EIN

22-2333669

Address

249 ROYAL PALM WAY, SUITE 400 · PALM BEACH, FL · 33480

Phone

(561) 834-6550

Industry

Finance & Insurancesee 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

2025-07-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

INTERMEDIATE CAPITAL GROUP, INC.

INTERMEDIATE CAPITAL GROUP 401(K) PLAN

$26.7M · 82 participants

NED DAVIS RESEARCH, INC.

NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN

$26.7M · 60 participants

PEREGRINE CAPITAL MANAGEMENT, LLC

PEREGRINE CAPITAL MANAGEMENT 401(K) PLAN

$26.7M · 29 participants

MERGANSER CAPITAL MANAGEMENT, LLC

MERGANSER CAPITAL MANAGEMENT, LLC 401(K) PLAN

$26.8M · 32 participants

TFMG ASSOCIATES, LLC

TISCH FINANCIAL MANAGEMENT 401(K) & SAVINGS PLAN