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Original filing (PDF)20250929103724NAL0015058163001
ALPHA VIDEO AND AUDIO, INC.
Form 5500
FILING_RECEIVED
ALPHA SAVINGS PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
154
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA VIDEO AND AUDIO, INC..
Plan sponsor
Name
ALPHA VIDEO AND AUDIO, INC.
EIN
41-0968937
Address
7690 GOLDEN TRIANGLE DRIVE · EDEN PRAIRIE, MN · 55344
Phone
(952) 841-3366
Industry
Wholesale Tradesee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $55K | — |
Investments
22 direct securities · 1 pooled fund· $24.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.3M
22 holdings
Pooled Separate Account
$12.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $12.0M | 97.9% | |
| JP Morgan Large Cap Growth Pooled Separate Account | — | — | — | $2.5M | 20.3% | |
| T. Rowe Price Large Cap Value Pooled Separate Account | — | — | — | $1.8M | 14.4% | |
| Vanguard Small Cap Growth Index Admiral Pooled Separate Account | — | — | — | $800K | 6.5% | |
| Disciplined Growth Mid Cap Growth Pooled Separate Account | — | — | — | $796K | 6.5% | |
| Securian AM Money Market Pooled Separate Account | — | — | — | $790K | 6.4% | |
| Vanguard Life Strategy Growth Pooled Separate Account | — | — | — | $667K | 5.4% | |
| DFA International Value Portfolio Pooled Separate Account | — | — | — | $630K | 5.1% | |
| Columbia Global Technology Growth Pooled Separate Account | — | — | — | $529K | 4.3% | |
| ClearBridge Intl GR A Pooled Separate Account | — | — | — | $525K | 4.3% | |
| Fidelity Advantage Total Bond I Pooled Separate Account | — | — | — | $495K | 4.0% | |
| Securian AM S&P 500 Index Pooled Separate Account | — | — | — | $475K | 3.9% | |
| Janus Henderson Small Cap Val Pooled Separate Account | — | — | — | $461K | 3.7% | |
| M. Stanley Global Fixed Income Op. I Pooled Separate Account | — | — | — | $412K | 3.3% | |
| TIAA-CREF International Eq Idx Instl Pooled Separate Account | — | — | — | $329K | 2.7% | |
| Vanguard Life Strategy Moderate Growth Pooled Separate Account | — | — | — | $269K | 2.2% | |
| DFA U.S. Small Cap Portfolio Pooled Separate Account | — | — | — | $225K | 1.8% | |
| Wellington Disciplined US Equity Pooled Separate Account | — | — | — | $218K | 1.8% | |
| Minnesota Life General Account 2 General Account | — | — | — | $186K | 1.5% | |
| Cohen & Steers Real Estate Securities A Pooled Separate Account | — | — | — | $89K | 0.7% | |
| Participant Loans @ 4.25 - 9.50% | — | — | — | $72K | 0.6% | |
| Vanguard Life Strategy Conservative Growth Pooled Separate Account | — | — | — | $34K | 0.3% | |
| BlackRock Advantage ESG US Eq Instl Shrs Pooled Separate Account | — | — | — | $31K | 0.3% |
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