Original filing (PDF)20250225132109NAL0018100432001

ALPHA MORTGAGE LLC

Name: ALPHA MORTGAGE LLC — ALPHA MORTGAGE 401(K) PLAN, Form 5500 (2022)
Creator: ALPHA MORTGAGE LLC

Form 5500-SF

FILING_RECEIVED

ALPHA MORTGAGE 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 16.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA MORTGAGE LLC.

Plan sponsor

Name

ALPHA MORTGAGE LLC

EIN

84-3563788

Address

3612 TINSDALE DR · FLOWER MOUND, TX · 75022

Phone

(469) 502-1567

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-30

Filed

2025-02-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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