Original filing (PDF)20250618073003NAL0001267091001

ALPHA CAPITAL FAMILY OFFICE, LLC

Name: ALPHA CAPITAL FAMILY OFFICE, LLC — ALPHA CAPITAL FAMILY OFFICE, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: ALPHA CAPITAL FAMILY OFFICE, LLC

Form 5500-SF

FILING_RECEIVED

ALPHA CAPITAL FAMILY OFFICE, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

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 ALPHA CAPITAL FAMILY OFFICE, LLC.

Plan sponsor

Name

ALPHA CAPITAL FAMILY OFFICE, LLC

EIN

84-1964679

Address

5750 S. ULSTER CIRCLE EAST · SUITE 300 · GREENWOOD VILLAGE, CO · 80111

Phone

(303) 900-1912

Industry

Finance & Insurancesee 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

2025-06-18

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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