Original filing (PDF)20251015110829NAL0002189331001

Alexander & Associates Co.

Name: Alexander & Associates Co. — Alexander & Associates, Form 5500 (2024)
Creator: Alexander & Associates Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Alexander & Associates Co. Profit Sharing and 401(k) Plan

401(k) retirement plan · Alexander & Associates Co.'s Alexander & Associates Co. Profit Sharing and 401(k) Plan held $32.1M in plan assets for 93 participants in 2024.

Signals · 2

100% in single holdingHigh average account balance

Active participants

Accounts w/ balance

129

Plan assets (EOY)

$32.1M

Net assets (EOY)

$32.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALEXANDER & ASSOCIATES CO.

EIN

31-0643856all filings

Address

4625 ESTE AVE · CINCINNATI, OH · 45232

Phone

(513) 731-7800

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

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)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCA INVESTMENT ADVISORY SERVICES	59-3766965	—	NONE	$55K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION CORPORATION OF AMERICA	31-1360674	—	NONE	$31K	—
CHARLES SCHWAB TRUST BANK

Investments

1 pooled fund· $1.9M(6% 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.