Original filing (PDF)20260116114626NAL0020072704001

ALAMO CAPITAL

Name: ALAMO CAPITAL — ALAMO CAPITAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALAMO CAPITAL

Form 5500-SF

FILING_RECEIVED

ALAMO CAPITAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

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 ALAMO CAPITAL.

Plan sponsor

Name

ALAMO CAPITAL

EIN

68-0134926

Address

201 N. CIVIC DRIVE, SUITE 180 · WALNUT CREEK, CA · 94596

Phone

(800) 645-5560

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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