Back to filter
Original filing (PDF)20250605060329NAL0011320673001
ALPHA PHI INTERNATIONAL FRATERNITY, INC.
Form 5500-SF
FILING_RECEIVED
ALPHA PHI INTERNATIONAL FRATERNITY 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
39
Accounts w/ balance
63
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA PHI INTERNATIONAL FRATERNITY, INC..
Plan sponsor
Name
ALPHA PHI INTERNATIONAL FRATERNITY, INC.
EIN
36-2077508
Address
1985 S. JOSEPHINE STREET · DENVER, CO · 80210
Phone
(847) 316-8972
Industry
Other Services (ex. Public Admin)see all
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
2025-06-05
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
UNITED FOOD AND COMMERICAL WORKERS INTERNATIONAL UNION LOCAL NO. 360
UFCW LOCAL UNION NO. 360 SAVINGS AND RETIREMENT PLAN
$2.7M · 16 participants
MAJOR LEAGUE SOCCER PLAYERS ASSO
MAJOR LEAGUE SOCCER PLAYERS ASSOCIATION 401(K) PLAN
$2.8M · 24 participants
SINDICATO DE EMPLEADOS DE EQUIPO PESADO, CONSTRUCCION Y RAMAS ANEXAS
PLAN DE BIENESTAR DEL SINDICATO DE EMPLEADOS DE EQUIPO PESADO CONSTRUCCION Y RAMAS ANEXAS
$2.8M · 64 participants
UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 1000
UFCW LOCAL UNION NO. 1000 SAVINGS AND RETIREMENT PLAN
$2.7M · 14 participants
LOCAL 13000 OF THE COMMUNICATIONS WORKERS OF AMERICA
LOCAL 13000 OF THE COMMUNICATIONS WORKERS OF AMERICA EMPLOYEES PENSION PLAN
$2.7M · 12 participants
LOCAL 713, I.B.O.T.U.
LOCAL 713 PROFIT SHARING PLAN
$2.7M · 21 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B