How big is Alchemy Financial Group, LLC's plan?

Alchemy Financial Group, LLC's plan reported $57K in assets and 5 participants for 2024.

Original filing (PDF)20250708151550NAL0007144608001

Alchemy Financial Group, LLC

Name: Alchemy Financial Group, LLC — Alchemy Financial, Form 5500 (2024)
Creator: Alchemy Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alchemy Financial Group, LLC 401(k) Plan

401(k) retirement plan · Alchemy Financial Group, LLC's Alchemy Financial Group, LLC 401(k) Plan held $57K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

People on this filing

Christopher Roberts signed Alchemy Financial Group, LLC's 2024 Form 5500 as plan administrator.

Christopher Roberts — 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

Alchemy Financial Group, LLC's EIN is 27-1115770.

EIN 27-1115770

Plan number 001

Plan year 2024

ACK ID 20250708151550NAL0007144608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alchemy Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALCHEMY FINANCIAL GROUP, LLC.

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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