Original filing (PDF)20250821130734NAL0004284737001

ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC

Name: ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC — ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC

Form 5500

FILING_RECEIVED

ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

176

Accounts w/ balance

186

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC.

Plan sponsor

Name

ALLIANCE OF PROFESSIONALS & CONSULTANTS, INC

EIN

56-1829950

Address

8200 BROWNLEIGH DR. · RALEIGH, NC · 276177411

Phone

(919) 510-9696

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

2025-08-21

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

STANCIL PC

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS LLC DBA	—	RALEIGH, NC	INVESTMENT ADVISOR	$36K	—

Investments

26 direct securities · 1 pooled fund· $14.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$14.1M

25 holdings

Common Collective Trust

$147K

1 holding

Common Collective Trusts

$104K

1 holding

					% of plan
American Funds 2035 Target Date R6 Mutual Fund n/a	Other securities	—	—	$2.0M	14.2%
Fidelity 500 Index Fund Mutual Fund n/a	Other securities	—	—	$1.9M	13.1%
JP Morgan Large Cap Growth R6 Mutual Fund n/a	Other securities	—	—	$1.8M	12.7%
American Funds 2010 Target Date R6 Mutual Fund n/a	Other securities	—	—	$1.7M	11.7%
MFS Value R6 Mutual Fund n/a	Other securities	—	—	$997K	7.0%
American Funds 2040 Target Date R6 Mutual Fund n/a	Other securities	—	—	$641K	4.5%
American Funds 2025 Target Date R6 Mutual Fund n/a	Other securities	—	—	$525K	3.7%
Allspring Special Small Cap Value R6 Mutual Fund n/a	Other securities	—	—	$504K	3.5%
American Funds 2030 Target Date R6 Mutual Fund n/a	Other securities	—	—	$481K	3.4%
American Funds 2020 Target Date R6 Mutual Fund n/a	Other securities	—	—	$458K	3.2%
American Funds 2050 Target Date R6 Mutual Fund n/a	Other securities	—	—	$456K	3.2%
American Funds 2055 Target Date R6 Mutual Fund n/a	Other securities	—	—	$438K	3.1%
American Funds 2045 Target Date R6 Mutual Fund n/a	Other securities	—	—	$398K	2.8%
Driehaus Emerging Markets Growth Inst Mutual Fund n/a	Other securities	—	—	$359K	2.5%
Blackrock Total Return K Mutual Fund n/a	Other securities	—	—	$344K	2.4%
American Funds 2015 Target Date R6 Mutual Fund n/a	Other securities	—	—	$263K	1.8%
Fidelity US Bond Index Mutual Fund n/a	Other securities	—	—	$237K	1.7%
Vanguard FTSE Social Index Admiral Mutual Fund n/a	Other securities	—	—	$193K	1.3%
T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$147K	1.0%
Great Gray Trust Europacific Growth Common Collective Trust n/a	Common Collective Trusts	—	—	$104K	0.7%
Fidelity Extended Market Index Mutual Fund n/a	Other securities	—	—	$76K	0.5%
American Funds 2060 Target Date R6 Mutual Fund n/a	Other securities	—	—	$75K	0.5%
MFS Mid Cap Value R6 Mutual Fund n/a	Other securities	—	—	$72K	0.5%
Principal Small Cap Growth R6 Mutual Fund n/a	Other securities	—	—	$67K	0.5%
American Funds 2065 Target Date R6 Mutual Fund n/a	Other securities	—	—	$37K	0.3%
MFS Mid Cap Growth R6 Mutual Fund n/a	Other securities	—	—	$22K	0.2%
Fidelity Total International Index Mutual Fund n/a	Other securities	—	—	$13K	<0.1%