How big is Alpha Financial Partners, LLC's plan?

Alpha Financial Partners, LLC's plan reported $1.9M in assets and 8 participants for 2025.

Original filing (PDF)20260512105344NAL0008133888001

Alpha Financial Partners, LLC

Name: Alpha Financial Partners, LLC — AFP, LLC 401(k), Form 5500 (2025)
Creator: Alpha Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AFP, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Alpha Financial Partners, LLC's AFP, LLC 401(k) Profit Sharing Plan held $1.9M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Alpha Financial Partners, LLC's EIN is 84-4135983.

EIN 84-4135983

Plan number 001

Plan year 2025

ACK ID 20260512105344NAL0008133888001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Alpha Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Alpha Financial Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

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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