Original filing (PDF)20250715124411NAL0003283776001

ALEXANDER FINANCIAL PLANNING, INC.

Name: ALEXANDER FINANCIAL PLANNING, INC. — ALEXANDER FINANCIAL PLANNING, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ALEXANDER FINANCIAL PLANNING, INC.

Form 5500-SF

FILING_RECEIVED

ALEXANDER FINANCIAL PLANNING, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

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

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 ALEXANDER FINANCIAL PLANNING, INC..

Plan sponsor

Name

ALEXANDER FINANCIAL PLANNING, INC.

EIN

31-1546624

Address

3600 OLENTANGLY RIVER ROAD · SUITE C2 · COLUMBUS, OH · 43214

Phone

(614) 538-1600

Industry

Finance & Insurancesee all

Plan administrator