Original filing (PDF)20250428104800NAL0028095458001

ALPHA PLANNING & FINANCIAL SERVICES INC.

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

Form 5500-SF

FILING_RECEIVED

ALPHA PLANNING & FINANCIAL SERVICES INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

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 ALPHA PLANNING & FINANCIAL SERVICES INC..

Plan sponsor

Name

ALPHA PLANNING & FINANCIAL SERVICES INC.

EIN

34-1794958

Address

6325 COCHRAN RD · STE 5 · SOLON, OH · 44139

Phone

(440) 519-0300

Industry

Finance & Insurancesee all

Plan administrator