ALPHA FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
9
Active participants
49,732
Total plan assets
$43.1B
Filings (rows)
11
Direct comp
$69K
Indirect comp
$210K
Aggregating 3 name variants under "ALPHA FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant5
Other4
Top plans served
Showing top 11 of 9 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $8K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $21K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $18K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $7K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $15K |
| INVESTORS HERITAGE CAPITAL CORPORATION IHCC EMPLOYEE RETIREMENT PLAN | FRANKFORT, KY | Advisor / Consultant INVESTMENT ADVISORY | 32 | $18.5M | $0 |
| INVESTORS HERITAGE CAPITAL CORPORATION IHCC EMPLOYEE RETIREMENT PLAN | FRANKFORT, KY | Advisor / Consultant INVESTMENT ADVISORY | 37 | $18.0M | $0 |
| DENHAM-BLYTHE CO., INC. DENHAM-BLYTHE CO., INC. 401(K) PROFIT SHARING PLAN | LEXINGTON, KY | Other SERVICE PROVIDER | 197 | $17.9M | $0 |
| INVESTORS HERITAGE CAPITAL CORPORATION IHCC EMPLOYEE RETIREMENT PLAN | FRANKFORT, KY | Advisor / Consultant INVESTMENT ADVISORY | 31 | $17.9M | $0 |
| DENHAM-BLYTHE CO., INC. DENHAM-BLYTHE CO., INC. 401(K) PROFIT SHARING PLAN | LEXINGTON, KY | Other SERVICE PROVIDER | 208 | $15.7M | $0 |
| DENHAM-BLYTHE CO., INC. DENHAM-BLYTHE CO., INC. 401(K) PROFIT SHARING PLAN | LEXINGTON, KY | Other SERVICE PROVIDER | 207 | $12.5M | $0 |