How big is Alpha Wealth Advisors, LLC's plan?

Alpha Wealth Advisors, LLC's plan reported $2.3M in assets and 10 participants for 2025.

Original filing (PDF)20260423143513NAL0002555491001

Alpha Wealth Advisors, LLC

Name: Alpha Wealth Advisors, LLC — Alpha Wealth Advisors, Form 5500 (2025)
Creator: Alpha Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alpha Wealth Advisors 401(k) Plan

401(k) retirement plan · Alpha Wealth Advisors, LLC's Alpha Wealth Advisors 401(k) Plan held $2.3M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Alpha Wealth Advisors, LLC's EIN is 87-3775995.

EIN 87-3775995

Plan number 001

Plan year 2025

ACK ID 20260423143513NAL0002555491001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Alpha Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALPHA WEALTH ADVISORS, 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