How big is Alexander Financial Planning, Inc.'s plan?

Alexander Financial Planning, Inc.'s plan reported $149K in assets and 4 participants for 2024.

Original filing (PDF)20250715124411NAL0003283776001

Alexander Financial Planning, Inc.

Name: Alexander Financial Planning, Inc. — Alexander, Form 5500 (2024)
Creator: Alexander Financial Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alexander Financial Planning, Inc. 401(k) Plan

401(k) retirement plan · Alexander Financial Planning, Inc.'s Alexander Financial Planning, Inc. 401(k) Plan held $149K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

Plan identifiers

Alexander Financial Planning, Inc.'s EIN is 31-1546624.

EIN 31-1546624

Plan number 001

Plan year 2024

ACK ID 20250715124411NAL0003283776001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alexander Financial Planning, Inc.'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 ALEXANDER FINANCIAL PLANNING, INC..

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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