Original filing (PDF)20250214135756NAL0012995779001

ALFA ADVISORY, LLC

Name: ALFA ADVISORY, LLC — ALFA ADVISORY 401 (K) PLAN, Form 5500 (2024)
Creator: ALFA ADVISORY, LLC

Form 5500-SF

FILING_RECEIVED

ALFA ADVISORY 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

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 ALFA ADVISORY, LLC.

Plan sponsor

Name

ALFA ADVISORY, LLC

EIN

93-4602891

Address

4600 SOUTH SYRACUSE ST, 9TH FLOOR · DENVER, CO · 80237

Phone

(303) 385-0100

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CAT CITY VENTURES INC

CAT CITY VENTURES 401(K) PLAN

$5K · 8 participants

CASTLESTONE MANAGEMENT LLC

$5K

COLLABORATIVE FUND SERVICES, LLC.

COLLABORATIVE RETIREMENT TRUST

$6K · 1 participants

WHITTINGTON ASSOCIATES LLC

WHITTINGTON ASSOCIATES LLC CBS BENEFIT PLAN

$5K · 10 participants

PINEAPPLE INVESTMENT GROUP LLC

$5K · 22 participants