· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALPHASTAR CAPITAL MANAGEMENT, LLC — ALPHASTAR CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250912132023NAL0003686578001
ALPHASTAR CAPITAL MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
ALPHASTAR CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
31
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALPHASTAR CAPITAL MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
ALPHASTAR CAPITAL MANAGEMENT, LLC
EIN
38-3838543
Address
19600 W CATAWBA AVE · SUITE B200 · CORNELIUS, NC · 28031
Phone
(855) 340-2514
Industry
Finance & Insurance
see all
Plan administrator
Name
MILLENNIUM INVESTMENT & RETIREMENT ADVISORS LLC
EIN
94-3428956
City
CHARLOTTE, NC
Phone
(866) 239-6412
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
PRACTICE MANAGEMENT ASSOCIATES, LLC
PRACTICE MANAGEMENT ASSOCIATES, LLC 401(K) PLAN
$1.6M · 18 participants
REGALIS SOLUTIONS, LLC
REGALIS SOLUTIONS CASH BALANCE PLAN
$1.6M · 3 participants
THE AVENUE WEALTH MANAGEMENT LLC
THE AVENUE WEALTH MANAGEMENT LLC 401(K) PLAN
$1.6M · 19 participants
ADVISORS SERVICE CORP
ADVISOR SERVICE CORP 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 14 participants
TRUNORTH MANAGEMENT PARTNERS, LLC
TRUNORTH MANAGEMENT PARTNERS, LLC 401(K) PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 4 participants
NEVADA BENEFITS CORPORATION
NEVADA BENEFITS 401(K) PLAN
$1.6M · 6 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
