How big is Alpha Supported Living Service's plan?

Alpha Supported Living Service's plan reported $11.5M in assets and 1,165 participants for 2024.

Original filing (PDF)20251015142300NAL0002444579001

Alpha Supported Living Service

Name: Alpha Supported Living Service — 403(b) Thrift Plan, Form 5500 (2024)
Creator: Alpha Supported Living Service
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan of Alpha Supported Living Services

Defined-contribution retirement plan · Alpha Supported Living Service's 403(b) Thrift Plan of Alpha Supported Living Services held $11.5M in plan assets for 1,165 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

14% employer stock

Active participants

1,165

Accounts w/ balance

827

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

People on this filing

Scott Livengood signed Alpha Supported Living Service's 2024 Form 5500 as plan administrator.

Scott Livengood — 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

Alpha Supported Living Service's EIN is 91-0933802.

EIN 91-0933802

Plan number 001

Plan year 2024

ACK ID 20251015142300NAL0002444579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alpha Supported Living Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alpha Supported Living Service's plan includes ERISA 404(c) participant direction, 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 SUPPORTED LIVING SERVICE.

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How this plan invests

This plan

1 pooled trust

Schedule D

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

ALPHA SUPPORTED LIVING SERVICE

EIN

all filings

Address

16030 JUANITA WOODINVILLE WAY NE · BOTHELL, WA · 980115412

Phone

(206) 284-9130

Industry

Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

SMITH BUNDAY BERMAN BRITTON

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$13K	—

Investments

49 direct securities · 1 pooled fund· $23.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Accounts

$10.2M

47 holdings

Pooled Separate Account

$9.7M

1 holding

Common Stocks

$1.9M

1 holding

Other securities

$1.4M

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$9.7M	83.9%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stocks	—	—	$1.9M	16.1%
Mutual of America 2035 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	13.3%
Mutual of America Interest Accumulation Account Guaranteed Interest Account	Other securities	—	—	$1.4M	11.7%
Mutual of America 2045 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.3M	11.2%
Mutual of America 2040 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$934K	8.1%
Mutual of America 2030 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$899K	7.8%
Mutual of America 2050 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$795K	6.9%
Mutual of America 2025 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$628K	5.4%
Mutual of America Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$564K	4.9%
Delaware VIP Small Cap Value Fund Pooled Separate Account ** 548 * MFS VIT III Mid Cap Portfolio Pooled Separate Account ** 568 * Participant loans 3.25% - 5.85% interest $0	Pooled Separate Accounts	—	—	$503K	4.4%
Mutual of America 2055 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$242K	2.1%
Fidelity Investments VIP Mid Cap Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$182K	1.6%
Mutual of America 2020 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$181K	1.6%
Fidelity Investements VIP Equity Income Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$178K	1.5%
Mutual of America Mid-Cap Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$168K	1.5%
Fidelity Investments VIP Contrafund Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$159K	1.4%
Mutual of America 2060 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$146K	1.3%
Mutual of America Aggressive Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$128K	1.1%
DWS Capital Growth VIP Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$121K	1.0%
Mutual of America Small Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$115K	1.0%
Mutual of America Mid-Term Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$110K	1.0%
T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$108K	0.9%
American Century VP Capital Appreciation Pooled Separate Account	Pooled Separate Accounts	—	—	$106K	0.9%
Mutual of America Conservative Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$105K	0.9%
Vanguard VIF International Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$93K	0.8%
Mutual of America Mid-Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$90K	0.8%
Vanguard VIF Diversified Value Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$77K	0.7%
Mutual of America Money Market Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$72K	0.6%
Mutual of America Moderate Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$69K	0.6%
Mutual of America All America Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$56K	0.5%
Mutual of America Small Cap Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$53K	0.5%
Oppenheimer Main Street VA Pooled Separate Account	Pooled Separate Accounts	—	—	$47K	0.4%
Mutual of America Retirement Income Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$47K	0.4%
Calvert VP SRI Social Balanced Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$46K	0.4%
Goldman Sachs VIT Small Cap Equity Insights Pooled Separate Account	Pooled Separate Accounts	—	—	$41K	0.4%
Vanguard VIP REIT Index Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$38K	0.3%
Fidelity Investments VIP Asset Manager Pooled Separate Account	Pooled Separate Accounts	—	—	$38K	0.3%
Mutual of America International Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$31K	0.3%
Neuberger Berman AMT Sustainable Equity Pooled Separate Account	Pooled Separate Accounts	—	—	$29K	0.3%
Mutual of America 2065 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.2%
Mutual of America Small Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	0.2%
Mutual of America Composite Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$24K	0.2%
Goldman Sachs VIT US Equity Insights Pooled Separate Account	Pooled Separate Accounts	—	—	$23K	0.2%
Mutual of America 2015 Retirement Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$21K	0.2%
Mutual of America All America Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$19K	0.2%
Vanguard Total Bond Market I Prt Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	0.1%
PIMCO Real Return Intstitutional Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Victory RS Small Cap Growth Equity VIP Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
American Funds IS New World Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%