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Original filing (PDF)20251015151804NAL0005267297003
ALFA TECH CONSULTING ENGINEERS, INC
Form 5500
FILING_RECEIVED
ALFA TECH CONSULTING ENGINEERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
159
Accounts w/ balance
209
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
How this plan invests
This plan
38 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALFA TECH CONSULTING ENGINEERS, INC.
Plan sponsor
Name
ALFA TECH CONSULTING ENGINEERS, INC
EIN
77-0211171
Address
1321 RIDDER PARK DRIVE, NO. 50 · SAN JOSE, CA · 95131
Phone
(408) 487-1311
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PETRINOVICH PUGH & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINTES ADMINISTRATIVE AND INS SVCS | — | WATSONVILLE, CA | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Investments
4 direct securities · 38 pooled funds· $26.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$20.1M
38 holdings
Uncategorized
$6.2M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Financial Vanguard LifeStrat Growth Fd Inv | — | — | — | $3.7M | 18.2% | |
| VANGRD LIFESTRAT GRTH FD INV VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.7M | 18.2% | |
| VANGRD LIFESTRAT MOD GRWTH FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.2M | 10.5% | |
| VANGRD TRGT RETIRE INC FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.0M | 9.9% | |
| Voya Financial Vanguard 500 Index Fund Adm | — | — | — | $1.7M | 8.3% | |
| VANGRD 500 INDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.7M | 8.3% | |
| VANGRD LIFESTRAT CNSRV GRW FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.2M | 6.0% | |
| AB LARGE CAP GRTH FD Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $712K | 3.5% | |
| VANGRD TRGT RETIRE 2030 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $700K | 3.4% | |
| VANGRD TRGT RETIRE 2045 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $692K | 3.4% | |
| VOYA FIXED ACCOUNT (4062) VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $659K | 3.2% | |
| VANGRD TRGT RETIRE 2035 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $652K | 3.2% | |
| VANGRD TRGT RETIRE 2050 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $617K | 3.0% | |
| AMER FDS WASH MUTUAL INV VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $612K | 3.0% | |
| VANGRD SMALL-CAP INDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $598K | 2.9% | |
| VANGRD TRGT RETIRE 2060 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $593K | 2.9% | |
| Voya Financial American Funds Am Balanced R6 | — | — | — | $548K | 2.7% | |
| AMER FDS AM BAL VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $548K | 2.7% | |
| VANGRD TRGT RETIRE 2055 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $454K | 2.2% | |
| VANGRD TRGT RETIRE 2025 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $332K | 1.6% | |
| DFA INTL CORE EQ 2 PORTFOLIO VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $316K | 1.5% | |
| AMER FDS NEW PERSPECTIVE VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $289K | 1.4% | |
| VANGRD MID-CAP INDX FD ADM VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $286K | 1.4% | |
| Participant loans Interest at 5.25% - 10.50% | — | — | — | $266K | 1.3% | |
| DFA REAL ESTATE SECUR PORT INST VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $200K | 1.0% | |
| VANGRD TRGT RETIRE 2040 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $188K | 0.9% | |
| VANGRD TRGT RETIRE 2020 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $131K | 0.6% | |
| VANGRD TRGT RETIRE 2065 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $128K | 0.6% | |
| PGIM TOTAL RETURN BOND FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $126K | 0.6% | |
| DFA INFLAT-PROT SECUR PORT INST VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $102K | 0.5% | |
| VICTORY SYCMR ESTABLISHED VAL F VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $88K | 0.4% | |
| PGIM HIGH YIELD FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $73K | 0.4% | |
| AMCEN SMALL CAP VAL FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $73K | 0.4% | |
| PIMCO INC FD INST VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $68K | 0.3% | |
| VICTORY TRV INTL SMCP FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $33K | 0.2% | |
| AB SMALL CAP GRW PORT Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19K | <0.1% | |
| VANGRD TRGT RETIRE 2070 FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18K | <0.1% | |
| VANGRD LIFESTRAT INC FD INV VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| EATON VANCE ATL CAP SMID-CP F VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| VOYA GOV MONEY MKT FND VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| AB GLOBAL BOND FD Z VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| CALVERT EQUITY FD VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $427 | <0.1% |
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