How big is Alexander Youth Network's plan?

Alexander Youth Network's plan reported $14.7M in assets and 416 participants for 2024.

Original filing (PDF)20251015080354NAL0002003635001

Alexander Youth Network

Name: Alexander Youth Network — Alexander Youth Network, Form 5500 (2024)
Creator: Alexander Youth Network
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Alexander Youth Network 401(k) Profit Sharing Plan

401(k) retirement plan · Alexander Youth Network's Alexander Youth Network 401(k) Profit Sharing Plan held $14.7M in plan assets for 416 participants in 2024, with Principal as recordkeeper.

Signals · 1

Late participant contributions

Active participants

416

Accounts w/ balance

619

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

People on this filing

JOSH Stone signed Alexander Youth Network's 2024 Form 5500 as plan administrator.

JOSH Stone — 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

Alexander Youth Network's EIN is 56-0554413.

EIN 56-0554413

Plan number 001

Plan year 2024

ACK ID 20251015080354NAL0002003635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alexander Youth Network from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALEXANDER YOUTH NETWORK.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 50K (3% of contributions).
Total administrative cost in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

ALEXANDER YOUTH NETWORK

EIN

all filings

Address

6220 THERMAL ROAD · CHARLOTTE, NC · 28211

Phone

(704) 366-8712

Industry

Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$102K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES	20-1181458	—	OTHER SERVICES	$0	—

Investments

31 direct securities· $14.8M(100% of reported assets)

Other securities

$13.8M

22 holdings

Bonds / Notes

$446K

1 holding

Stable Value

$417K

1 holding

Common Collective Trusts

$124K

2 holdings

Mutual Funds

$17K

3 holdings

Real Estate

$7K

1 holding

U.S. Treasuries

$4K

1 holding

					% of plan
Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$2.9M	20.1%
Am Fds 2025 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$2.3M	16.0%
Am Fds 2045 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.9M	13.0%
Am Fds 2035 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.9M	12.9%
Am Fds 2050 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.3M	8.5%
Am Fds 2030 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.2M	8.5%
Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$829K	5.6%
Am Fds 2060 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$459K	3.1%
Notes receivable from participants Bearing interest at 5.25%-10.50% -	Bonds / Notes	—	—	$446K	3.0%
Prin Fixed Inc Guar Option Guaranteed Investment Contract	Stable Value	—	—	$417K	2.8%
Am Fd s2020 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$323K	2.2%
JP Morgan Large Cap Gr R6 Fd Mutual Fund	Other securities	—	—	$200K	1.4%
Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$147K	1.0%
Vanguard 500 Index Admiral Fd Mutual Fund	Common Collective Trusts	—	—	$108K	0.7%
Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan	Other securities	—	—	$97K	0.7%
Late/Missed Year Contributions Loan Repayments Total 2024	Other securities	—	$7K	$47K	0.3%
Macquarie Mi dCap Growth R6 Fu Mutual Fund	Other securities	—	—	$36K	0.2%
Heartland Value Instl Fund Mutual Fund	Other securities	—	—	$24K	0.2%
Fidelity Mid Cp Index Fund Mutual Fund	Common Collective Trusts	—	—	$16K	0.1%
Am Fds 2010 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$15K	0.1%
Nuance Mid Cap Value Z Fund Mutual Fund	Other securities	—	—	$11K	<0.1%
Columbia Div Income I3 Fund Mutual Fund	Other securities	—	—	$10K	<0.1%
MFS Blend Resea Int'l Equ R6 Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Securities R6 Fund Mutual Fund	Real Estate	—	—	$7K	<0.1%
Nationwide Gen Sm Cap Gr R6 Fd Mutual Fund	Other securities	—	—	$6K	<0.1%
Core Plus Bond Inst Fund Mutual Fund	Other securities	—	—	$5K	<0.1%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
JP Morgan Govt Bond R6 Fund Mutual Fund	U.S. Treasuries	—	—	$4K	<0.1%
Am Funds Infla Linked Bd R6 Fd Mutual Fund	Other securities	—	—	$4K	<0.1%
American Funds 2070 TDR R6 Fd Mutual Fund ** 256 * Invesco Equity & Income R6 Fd Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
PGIM High Yield R6 Fund Mutual Fund	Other securities	—	—	$3K	<0.1%