How big is James Alpha Holdings, LLC's plan?

James Alpha Holdings, LLC's plan reported $3.6M in assets and 7 participants for 2024.

Original filing (PDF)20250910124708NAL0021187185001

James Alpha Holdings, LLC

Name: James Alpha Holdings, LLC — James Alpha Management, Form 5500 (2024)
Creator: James Alpha Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Alpha Management, LLC 401(k) Plan

401(k) retirement plan · James Alpha Holdings, LLC's James Alpha Management, LLC 401(k) Plan held $3.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Michael Montague signed James Alpha Holdings, LLC's 2024 Form 5500 as plan administrator.

Michael Montague — 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

James Alpha Holdings, LLC's EIN is 47-5053407.

EIN 47-5053407

Plan number 001

Plan year 2024

ACK ID 20250910124708NAL0021187185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Alpha Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Alpha Holdings, 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 JAMES ALPHA HOLDINGS, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

JAMES ALPHA HOLDINGS, LLC

EIN

all filings

Address

515 MADISON AVENUE · 24TH FLOOR · NEW YORK, NY · 10022

Phone

(646) 201-4042

Industry

Finance & Insurance

Plan administrator