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Original filing (PDF)20250925144009NAL0008629105001
ALPHASIX LLC
Form 5500
FILING_RECEIVED
ALPHASIX LLC 401(K) & PS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
101
Accounts w/ balance
165
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHASIX LLC.
Plan sponsor
Name
ALPHASIX LLC
EIN
45-2999713
Address
21355 RIDGETOP CIRCLE · #330 · DULLES, VA · 20166
Phone
(703) 579-1981
Industry
Professional & Technical Servicessee 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
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
Investments
38 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.6M | 14.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.5M | 13.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.2M | 10.2% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $955K | 8.4% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $653K | 5.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $645K | 5.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $408K | 3.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $399K | 3.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $385K | 3.4% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $375K | 3.3% | |
| Vanguard Dividend Growth Inv Vanguard 0 | — | — | — | $363K | 3.2% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $319K | 2.8% | |
| (CL) Vanguard Wellington Admiral Vanguard 0 | — | — | — | $312K | 2.7% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $270K | 2.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $266K | 2.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $257K | 2.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $229K | 2.0% | |
| Vanguard Strategic Equity Inv Vanguard 0 | — | — | — | $207K | 1.8% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $179K | 1.6% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $171K | 1.5% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 236 Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $137K | 1.2% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 | — | — | — | $130K | 1.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $72K | 0.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $59K | 0.5% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $52K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $47K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $45K | 0.4% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $31K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $26K | 0.2% | |
| Vanguard Dividend Apprec Index Adm Vanguard 0 | — | — | — | $21K | 0.2% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $10K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $3K | <0.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Global Minimum Volatility Adm Vanguard 0 | — | — | — | $1K | <0.1% | |
| Vanguard Short-Term Federal Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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