Original filing (PDF)20250718225621NAL0001095043017

SETH AND ALEXANDER ADVISORS LLC

Name: SETH AND ALEXANDER ADVISORS LLC — SETH AND ALEXANDER ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: SETH AND ALEXANDER ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

SETH AND ALEXANDER ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$367K

Net assets (EOY)

$367K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SETH AND ALEXANDER ADVISORS LLC

EIN

84-4138835all filings

Address

52 SUGAR CREEK CENTER BLVD · SUITE 175 · SUGAR LAND, TX · 77478

Phone

(713) 965-7572

Industry