Original filing (PDF)20250508101309NAL0011829649001

ALPERT & FELLOWS LLC

Name: ALPERT & FELLOWS LLC — ALPERT & FELLOWS LLP 401K PLAN, Form 5500 (2024)
Creator: ALPERT & FELLOWS LLC

Form 5500-SF

FILING_RECEIVED

ALPERT & FELLOWS LLP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 ALPERT & FELLOWS LLC.

Plan sponsor

Name

ALPERT & FELLOWS LLC

EIN

85-4330992

Address

900 SOUTH 10TH STREET · SUITE 1 · MANITOWOC, WI · 54220

Phone

(920) 682-6361

Industry

Law Offices· Professional & Technical Servicessee 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

2025-05-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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