How big is Alpha Wealth Advisors' plan?

Alpha Wealth Advisors' plan reported $49K in assets and 8 participants for 2024.

Original filing (PDF)20250902091839NAL0029285842001

Alpha Wealth Advisors

Name: Alpha Wealth Advisors — Alpha Wealth Advisors 401(k), Form 5500 (2024)
Creator: Alpha Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alpha Wealth Advisors 401(k) Plan

401(k) retirement plan · Alpha Wealth Advisors' Alpha Wealth Advisors 401(k) Plan held $49K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

Plan identifiers

Alpha Wealth Advisors' EIN is 84-3070587.

EIN 84-3070587

Plan number 001

Plan year 2024

ACK ID 20250902091839NAL0029285842001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alpha Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alpha Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Helping the score