How big is Alphasights Inc.'s plan?

Alphasights Inc.'s plan reported $35.5M in assets and 525 participants for 2024.

Original filing (PDF)20251015164629NAL0006964384001

Alphasights Inc.

Name: Alphasights Inc. — Alphasights, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Alphasights Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Alphasights, Inc. 401(k) Plan

401(k) retirement plan · Alphasights Inc.'s Alphasights, Inc. 401(k) Plan held $35.5M in plan assets for 525 participants in 2024.

Signals · 2

25% in single holdingNo recordkeeper disclosed

Active participants

525

Accounts w/ balance

1,031

Plan assets (EOY)

$35.5M

Net assets (EOY)

$35.5M

People on this filing

Alexander Leclair signed Alphasights Inc.'s 2024 Form 5500 as plan administrator.

Alexander Leclair — 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

Alphasights Inc.'s EIN is 27-4200848.

EIN 27-4200848

Plan number 001

Plan year 2024

ACK ID 20251015164629NAL0006964384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alphasights Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALPHASIGHTS INC.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ALPHASIGHTS INC

EIN

all filings

Address

100 PARK AVENUE · NEW YORK, NY · 10017

Phone

(646) 776-1211

Industry

All Other Professional Services· Professional & Technical Services

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

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

26 direct securities· $35.1M(99% of reported assets)

					% of plan
American Funds 2060 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$8.8M	24.8%
American Funds 2065 Target Date Fund Class R6 Mutual Fund	Mutual Funds	—	—	$5.0M	14.2%
American Funds 2055 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$4.6M	12.9%
American Funds AMCAP Fund Class R5 Mutual Fund	Mutual Funds	—	—	$4.4M	12.3%
American Funds 2050 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$2.3M	6.4%
American Funds Investment Company of America Fund Class R5 Mutual Fund	Mutual Funds	—	—	$2.2M	6.3%
American Funds Washington Mutual Investors Fund Class R5 Mutual Fund	Mutual Funds	—	—	$1.9M	5.4%
American Funds Capital World Growth and Income Fund Class R5 Mutual Fund	Mutual Funds	—	—	$1.3M	3.6%
American Funds International Growth and Income Fund Class R5 Mutual Fund	Mutual Funds	—	—	$961K	2.7%
American Funds 2045 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$866K	2.4%
American Funds Capital Income Builder Class R5 Mutual Fund	Mutual Funds	—	—	$664K	1.9%
American Funds U.S. Government Money Market Fund Class R5 Mutual Fund	Mutual Funds	—	—	$548K	1.5%
American Funds The Growth Fund of America Class R5 Mutual Fund	Mutual Funds	—	—	$349K	1.0%
American Funds 2025 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$282K	0.8%
American Funds 2040 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$274K	0.8%
American Funds Intermediate Bond Fund of America Class R5 Mutual Fund	Mutual Funds	—	—	$228K	0.6%
American Funds 2030 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$120K	0.3%
American Funds 2070 Target Date Fund Class R6 Mutual Fund	Mutual Funds	—	—	$113K	0.3%
American Funds Short-Term Bond Fund of America Class R5 Mutual Fund	Mutual Funds	—	—	$105K	0.3%
American Funds 2035 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$48K	0.1%
American Funds 2020 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$27K	<0.1%
American Funds New World Fund Class R5 Mutual Fund	Mutual Funds	—	—	$15K	<0.1%
American Funds Eupac Fund Class R5 Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
American Funds 2010 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
American Funds 2015 Target Date Fund Class R5 Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
American Funds The Bond Fund of America Class R5 Mutual Fund	Mutual Funds	—	—	$5K	<0.1%