How big is ALEX Inc.'s plan?

ALEX Inc.'s plan reported $295K in assets and 18 participants for 2024.

Original filing (PDF)20250717211012NAL0001359008001

ALEX Inc.

Name: ALEX Inc. — K & a Medical Transportation 401(k), Form 5500 (2024)
Creator: ALEX Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K & a Medical Transportation 401(k)

401(k) retirement plan · ALEX Inc.'s K & a Medical Transportation 401(k) held $295K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

People on this filing

Nick Rice signed ALEX Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

ALEX Inc.'s EIN is 26-0453907.

EIN 26-0453907

Plan number 001

Plan year 2024

ACK ID 20250717211012NAL0001359008001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ALEX Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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.

Plan sponsor

Name

ALEX INC

EIN

all filings

Address

1319 W BULLARD AVE · STE 6 · FRESNO, CA · 93711

Phone

(559) 486-2024

Industry

Transportation & Warehousing

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

2025-07-17

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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