· 2022–2024 · DOL EFAST2

Alpina Financial Consultants, LLC — Alpina Retiremen, Form 5500 (2025)

Original filing (PDF)20260608085947NAL0002850785001

Alpina Financial Consultants, LLC

Form 5500-SF

FILING_RECEIVED

Alpina Retirement Plan

401(k) retirement plan · Alpina Financial Consultants, LLC's Alpina Retirement Plan held $810K in plan assets for 12 participants in 2025.

Active participants

12

Accounts w/ balance

15

Plan assets (EOY)

$810K

Net assets (EOY)

$810K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ALPINA FINANCIAL CONSULTANTS, LLC

EIN

27-5026107all filings

Address

4171 W. HILLSBORO BLVD · SUITE 4 · COCONUT CREEK, FL · 33073

Phone

(954) 960-3276

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

E14 Management, LLC

E14 Management, LLC Defined Benefit Pension Plan

$810K · 2 participants

Anderson Growth Partners LLC

Anderson Growth Partners LLC 401(k) Profit Sharing Plan & Trust

$810K · 14 participants

Dearborn and Creggs Insurance Agency Inc.

Dearborn and Creggs Insurance Agency, Inc. 401(k) Plan

$810K · 3 participants

Dolby Family Capital Management LLC

Dolby Family Ventures 401(k) Plan

$811K · 8 participants

Frederick T. Scruggs, Jr.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.