Original filing (PDF)20251013083909NAL0001518064001

ALFONSO & ASSOC. CONSULTING, INC.

Name: ALFONSO & ASSOC. CONSULTING, INC. — ALFONSO & ASSOC. CONSULTING, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ALFONSO & ASSOC. CONSULTING, INC.

Form 5500-SF

FILING_RECEIVED

ALFONSO & ASSOC. CONSULTING, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALFONSO & ASSOC. CONSULTING, INC..

Plan sponsor

Name

ALFONSO & ASSOC. CONSULTING, INC.

EIN

56-2381060

Address

13412 ARCTIC AVENUE · ROCKVILLE, MD · 20853

Phone

(703) 639-0668

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CICERO RESEARCH, LLC

CICERO RESEARCH, LLC 401(K) PROFIT SHARING PLAN

$3.4M

BEYOND THE ARC INC.

BEYOND THE ARC INC. 401(K) PROFIT SHARING PLAN

$3.4M · 5 participants

A2Z SCIENTIFIC, INC.

A2Z SCIENTIFIC, INC. DEFINED BENEFIT PLAN

$3.4M · 3 participants

ACCESS POINT CONSULTING, LLC

ACCESS POINT CONSULTING 401(K) PROFIT SHARING PLAN

$3.4M · 103 participants

GLOBAL LINK SOURCING, INC.

GLOBAL LINK SOURCING, INC. DEFINED BENEFIT PENSION PLAN