Original filing (PDF)20250801112937NAL0010043696001

THE ALPHA HOME

Name: THE ALPHA HOME — 403(B) THRIFT PLAN FOR EMPLOYEES OF THE ALPHA HOME, Form 5500 (2024)
Creator: THE ALPHA HOME

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF THE ALPHA HOME

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ALPHA HOME.

Plan sponsor

Name

THE ALPHA HOME

EIN

74-1668144

Address

PO BOX 15440 · SAN ANTONIO, TX · 782128640

Phone

(210) 785-3003

Industry

Other Services (ex. Public Admin)see 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

2025-08-01

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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