How big is ALEX-Alternative Experts, LLC's plan?

ALEX-Alternative Experts, LLC's plan reported $4.2M in assets and 41 participants for 2025.

Original filing (PDF)20260225074438NAL0004489808001

ALEX-Alternative Experts, LLC

Name: ALEX-Alternative Experts, LLC — ALEX-Alternative, Form 5500 (2025)
Creator: ALEX-Alternative Experts, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALEX-Alternative Experts, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · ALEX-Alternative Experts, LLC's ALEX-Alternative Experts, LLC 401(k) Profit Sharing Plan held $4.2M in plan assets for 41 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

ALEX-Alternative Experts, LLC's EIN is 65-1306516.

EIN 65-1306516

Plan number 001

Plan year 2025

ACK ID 20260225074438NAL0004489808001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ALEX-Alternative Experts, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ALEX-Alternative Experts, LLC'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 ALEX-ALTERNATIVE EXPERTS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

ALEX-ALTERNATIVE EXPERTS, LLC

EIN

all filings

Address

8390 W. MAIN STREET, SUITE B · MARSHALL, VA · 20115

Phone

(703) 502-9700

Industry

Admin Support & Waste Mgmt

Plan administrator