Back to filter
Original filing (PDF)20250211082617NAL0019384753001
ALFA FINANCIAL SOFTWARE INC.
Form 5500-SF
FILING_RECEIVED
ALFA FINANCIAL SOFTWARE INC. 401(K) PLAN
401(k) retirement plan
Active participants
111
Accounts w/ balance
107
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALFA FINANCIAL SOFTWARE INC..
Plan sponsor
Name
ALFA FINANCIAL SOFTWARE INC.
EIN
98-0470865
Address
124 E HUDSON AVE · ROYAL OAK, MI · 480673710
Phone
(248) 550-2379
Industry
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
2025-02-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
NORTH CHANNEL LLC
NORTH CHANNEL LLC 401(K) PROFIT SHARING PLAN & TRUST
$10.9M · 5 participants
GOLDEN KEY GROUP, INC.
GOLDEN KEY GROUP 401(K) PLAN
$10.9M · 214 participants
TEZA TECHNOLOGIES LLC
TEZA TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST
$10.9M · 54 participants
FCM LLC
FCM LLC 401(K) PROFIT SHARING PLAN
$10.9M · 58 participants
TOUCHSTONE MANAGEMENT, INC.
TOUCHSTONE MANAGEMENT, INC. 401(K) PLAN
$10.9M · 68 participants
DESERT ARCHAEOLOGY, INC.
DESERT ARCHAEOLOGY, INC. 401(K) PROFIT SHARING PLAN
$10.9M · 42 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants