How big is Alexander Shulgin Research Institute's plan?

Alexander Shulgin Research Institute's plan reported $156K in assets and 3 participants for 2024.

Original filing (PDF)20250717140550NAL0000211427001

Alexander Shulgin Research Institute

Name: Alexander Shulgin Research Institute — Alexander, Form 5500 (2024)
Creator: Alexander Shulgin Research Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alexander Shulgin Research Institute 401(k) Plan

401(k) retirement plan · Alexander Shulgin Research Institute's Alexander Shulgin Research Institute 401(k) Plan held $156K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

People on this filing

Marcus Bowie signed Alexander Shulgin Research Institute's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Alexander Shulgin Research Institute's EIN is 86-3694406.

EIN 86-3694406

Plan number 001

Plan year 2024

ACK ID 20250717140550NAL0000211427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alexander Shulgin Research Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alexander Shulgin Research Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALEXANDER SHULGIN RESEARCH INSTITUTE.

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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

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 (92nd percentile).

Plan sponsor

Name

ALEXANDER SHULGIN RESEARCH INSTITUTE

EIN

all filings

Address

1456 4TH ST · BERKELEY, CA · 94710

Phone

(925) 719-3608

Industry

Professional & Technical Services

Plan administrator