How big is Alexander Investment Services' plan?

Alexander Investment Services' plan reported $2.7M in assets and 9 participants for 2024.

Original filing (PDF)20251031140718NAL0004899888001

Alexander Investment Services

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

Form 5500-SF

FILING_RECEIVED

Alexander Investment Services 401(k) Profit Sharing Plan

401(k) retirement plan · Alexander Investment Services' Alexander Investment Services 401(k) Profit Sharing Plan held $2.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Alexander Investment Services' EIN is 61-0652524.

EIN 61-0652524

Plan number 001

Plan year 2024

ACK ID 20251031140718NAL0004899888001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alexander Investment Services' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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