How big is Alpha Theory LLC's plan?

Alpha Theory LLC's plan reported $2.6M in assets and 24 participants for 2025.

Original filing (PDF)20260513064120NAL0006080051001

Alpha Theory LLC

Name: Alpha Theory LLC — Alpha Theory Retirement Saving, Form 5500 (2025)
Creator: Alpha Theory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alpha Theory Retirement Saving Plan

401(k) retirement plan · Alpha Theory LLC's Alpha Theory Retirement Saving Plan held $2.6M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Alpha Theory LLC's EIN is 42-1687177.

EIN 42-1687177

Plan number 001

Plan year 2025

ACK ID 20260513064120NAL0006080051001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Alpha Theory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Alpha Theory LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALPHA THEORY LLC.

Finding similar companies…

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