How big is ALEX Assisted Living, LLC's plan?

ALEX Assisted Living, LLC's plan reported $644K in assets and 18 participants for 2025.

Original filing (PDF)20260318084511NAL0003004433001

ALEX Assisted Living, LLC

Name: ALEX Assisted Living, LLC — ALEX Assisted Living, Form 5500 (2025)
Creator: ALEX Assisted Living, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALEX Assisted Living, LLC 401(k) Plan

401(k) retirement plan · ALEX Assisted Living, LLC's ALEX Assisted Living, LLC 401(k) Plan held $644K in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$644K

Net assets (EOY)

$644K

People on this filing

Brandon Borgstrom signed ALEX Assisted Living, LLC's 2025 Form 5500 as plan administrator.

Brandon Borgstrom — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ALEX Assisted Living, LLC's EIN is 47-2256322.

EIN 47-2256322

Plan number 001

Plan year 2025

ACK ID 20260318084511NAL0003004433001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ALEX Assisted Living, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ALEX Assisted Living, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off