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Sponsor portfolio

ALPHA RISK MANAGEMENT INC

EIN 11-2834548-insurance-Latest filing 2024
Plans
2
Retirement
2
$896K assets
Welfare
0
Participants
22
1400 OLD COUNTRY ROAD, SUITE 404N - WESTBURY, NY 11590516-829-3500alpharisk.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#001CashBalance-$508K - 8 part#002401k-$388K - 14 part

Retirement portfolio analytics

2 plans aggregated / $896K assets / 22 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#001)57%
  • INC 401K PLAN (#002)43%
Total $896KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC 401K PLAN (#002)14
  • CASH BALANCE PLAN (#001)8
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALPHA RISK MANAGEMENT, INC. CASH BALANCE PLAN

CashBalance

Assets$508K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALPHA RISK MANAGEMENT INC 401K PLAN

401k

Assets$388K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALPHA RISK MANAGEMENT, INC. CASH BALANCE PLANCashBalance$508K82024
002ALPHA RISK MANAGEMENT INC 401K PLAN401k$388K142024
Retirement plans
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