How big is ALFA Financial Software Inc.'s plan?

ALFA Financial Software Inc.'s plan reported $16.2M in assets and 129 participants for 2025.

Original filing (PDF)20260212082049NAL0000297248001

ALFA Financial Software Inc.

Name: ALFA Financial Software Inc. — ALFA Financial, Form 5500 (2025)
Creator: ALFA Financial Software Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALFA Financial Software Inc. 401(k) Plan

401(k) retirement plan · ALFA Financial Software Inc.'s ALFA Financial Software Inc. 401(k) Plan held $16.2M in plan assets for 129 participants in 2025.

Signals · 1

No auditor on file

Active participants

129

Accounts w/ balance

130

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

People on this filing

Colleen Martiss signed ALFA Financial Software Inc.'s 2025 Form 5500 as plan administrator.

Colleen Martiss — 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

ALFA Financial Software Inc.'s EIN is 98-0470865.

EIN 98-0470865

Plan number 001

Plan year 2025

ACK ID 20260212082049NAL0000297248001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ALFA Financial Software Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ALFA Financial Software Inc.'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 ALFA FINANCIAL SOFTWARE INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score