Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Alpha Investment Consulting Group
Alpha Investment Consulting Group
- Service provider, as named on Schedule C
- EIN 391859759
- Plan year 2024
- Direct compensation reported $338,827
Assets of those plans
$1,700,715,957
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$338,827
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 6 |
| 50 | Direct payment from the plan | 3 |
| 51 | Investment management fees paid directly by plan | 3 |
| 13 | Contract administrator | 1 |
| 16 | Consulting (general) | 1 |
| 26 | Investment advisory (participants) | 1 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Waupaca Foundry, Inc. Consolidated Retirement Plan | Waupaca Foundry | $599,093,019 | 3,627 | $74,000 |
| Faith Technologies Incorporated 401(k) Retirement Plan | Faith Technologies | $377,936,414 | 4,391 | $70,000 |
| Astronautics Corporation of America and Kearfott Corporation Deferred Savings and Profit Sharing Plan | Astronautics Corporation of America | $186,820,751 | 1,456 | $33,750 |
| J. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement Plan | J. J. Keller & Associates | $173,198,753 | 2,248 | $49,102 |
| The Vollrath Company, LLC Savings & Profit Sharing Plan | Vollrath | $120,145,654 | 784 | $23,700 |
| Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan | Axley Brynelson | $92,028,414 | 151 | $20,625 |
| Millwright Union Individual Account Retirement Plan | Board of Trustees of the Millwright Union Individual Account Retiremen | $47,201,794 | 1,120 | $35,000 |
| The Fisher Barton Group Retirement Plan | Fisher-barton | $39,978,722 | 713 | $10,000 |
| Felker Brothers Corporation Salaried 401(k) Plan | Felker Brothers | $37,230,387 | 186 | $16,850 |
| The Tax Savers Plan of the Vollrath Company LLC UAW Employees | Vollrath | $27,082,049 | 201 | $5,800 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.