Back to filter
Original filing (PDF)20251013105813NAL0000514579001
ALPHANUMERIC SYSTEMS, INC.
Form 5500
FILING_RECEIVED
THE ALPHANUMERIC SYSTEMS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
216
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHANUMERIC SYSTEMS, INC..
Plan sponsor
Name
ALPHANUMERIC SYSTEMS, INC.
EIN
56-1240646
Address
4515 FALLS OF NEUSE ROAD · SUITE 250 · RALEIGH, NC · 27609
Phone
(919) 781-7575
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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $26K | — |
Investments
27 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | — | $1.9M | 17.0% | |
| Fidelity Investments | — | — | — | $1.6M | 14.3% | |
| Fidelity Investments | — | — | — | $1.1M | 9.5% | |
| Fidelity Investments | — | — | — | $976K | 8.6% | |
| Fidelity Investments | — | — | — | $881K | 7.8% | |
| Fidelity Investments | — | — | — | $645K | 5.7% | |
| Fidelity Investments | — | — | — | $589K | 5.2% | |
| Fidelity Investments | — | — | — | $536K | 4.7% | |
| MFS | — | — | — | $459K | 4.0% | |
| American Funds | — | — | — | $441K | 3.9% | |
| Fidelity Investments | — | — | — | $365K | 3.2% | |
| Macquarie | — | — | — | $263K | 2.3% | |
| Fidelity Investments | — | — | — | $227K | 2.0% | |
| Fidelity Investments | — | — | — | $202K | 1.8% | |
| PIMCO | — | — | — | $191K | 1.7% | |
| PGIM | — | — | — | $168K | 1.5% | |
| Participant loans | — | — | — | $162K | 1.4% | |
| Fidelity Investments | — | — | — | $152K | 1.3% | |
| Fidelity Investments | — | — | — | $148K | 1.3% | |
| MFS | — | — | — | $59K | 0.5% | |
| Columbia | — | — | — | $55K | 0.5% | |
| PGIM | — | — | — | $52K | 0.5% | |
| Fidelity Investments | — | — | — | $52K | 0.5% | |
| American Funds | — | — | — | $40K | 0.4% | |
| Fidelity Investments | — | — | — | $32K | 0.3% | |
| Fidelity Investments | — | — | — | $20K | 0.2% | |
| PIMCO | — | — | — | $14K | 0.1% |