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Original filing (PDF)20251015102733NAL0002144915001
ALPHA CONSULTING LLC
Form 5500
FILING_RECEIVED
ALPHA CONSULTING LLC 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
~80 bps in Sched C fees
Active participants
91
Accounts w/ balance
291
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 80 bps in Schedule C fees — 175% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA CONSULTING LLC.
Plan sponsor
Name
ALPHA CONSULTING LLC
EIN
22-3312656
Address
360 MT. KEMBLE AVE · SUITE 2000 · MORRISTOWN, NJ · 07960
Phone
(732) 257-3003
Industry
Admin Support & Waste Mgmtsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KNAV CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $67K | — |
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $14K | — |
Investments
27 direct securities · 3 pooled funds· $10.9M(100% 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.
Uncategorized
$10.4M
27 holdings
Common Collective Trust
$501K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fd Inst | — | — | — | $1.2M | 11.0% | |
| Amer Target 2035 Fund R3 | — | — | — | $1.1M | 10.0% | |
| Amer Target 2030 Fund R3 | — | — | — | $1.0M | 9.6% | |
| Amer Target 2040 Fund R3 | — | — | — | $979K | 9.0% | |
| Amer Target 2045 Fund R3 | — | — | — | $883K | 8.1% | |
| Amer Target 2020 Fund R3 | — | — | — | $664K | 6.1% | |
| Amer Target 2055 Fund R3 | — | — | — | $588K | 5.4% | |
| MFS MA Inv Growth Stock Fund A | — | — | — | $581K | 5.3% | |
| JOHN HANCOCK STABLE VALUE I6 JOHN HANCOCK STABLE VALUE FUND CIT · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $501K | 4.6% | |
| Invesco Opp Intl Growth A | — | — | — | $495K | 4.5% | |
| Amer Target 2025 Fund R3 | — | — | — | $478K | 4.4% | |
| Amer Target 2050 Fund R3 | — | — | — | $477K | 4.4% | |
| Invesco Diversified Dividend A | — | — | — | $367K | 3.4% | |
| Columbia Mid Cap Index Fund A | — | — | — | $354K | 3.3% | |
| iShares Russell 2000 SC Idx A | — | — | — | $241K | 2.2% | |
| Vanguard Fed Money Market | — | — | — | $187K | 1.7% | |
| BlackRock High Yield Prt Inv A | — | — | — | $169K | 1.6% | |
| ClearBridge Small Growth A | — | — | — | $165K | 1.5% | |
| Amer Target 2060 Fund R3 | — | — | — | $152K | 1.4% | |
| Loan notes | — | — | — | $104K | 1.0% | |
| Franklin RE Securities Fund A | — | — | — | $63K | 0.6% | |
| Columbia Bond Fund Class A | — | — | — | $62K | 0.6% | |
| BlackRock Infl Protect Bd Inv | — | — | — | $20K | 0.2% | |
| Invesco Global A | — | — | — | $9K | <0.1% | |
| MFS Blended Research Core Eq A | — | — | — | $7K | <0.1% | |
| Blackrock Global Alloc Fund A | — | — | — | $5K | <0.1% | |
| Janus Small Cap Value A | — | — | — | $4K | <0.1% | |
| Goldman Sachs Small Cap Val A | — | — | — | $2K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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