Original filing (PDF)20250324153942NAL0012990641001

ALPHA INVESCO CORPORATION

Name: ALPHA INVESCO CORPORATION — ALPHA INVESCO CORPORATION PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ALPHA INVESCO CORPORATION

Form 5500-SF

FILING_RECEIVED

ALPHA INVESCO CORPORATION PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 2

Late filing · 1.3 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

Plan health score

/ 100

Grade A

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA INVESCO CORPORATION.

Plan sponsor

Name

ALPHA INVESCO CORPORATION

EIN

76-0187669

Address

10497 TOWN AND COUNTRY WAY, STE 810 · HOUSTON, TX · 77024

Phone

(713) 932-6600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2025-03-24

Pension benefit codes

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

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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