Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALPHA CONSULTING AND TAX, INC.
EIN 20-1163694individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$723K assets
Welfare
0
Participants
15
17525 VENTURA BLVD #312 - ENCINO, CA 91316818-784-2525alphaconsultingandtax.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $723K assets / 15 participantsParticipants by plan
Active + retired + deferred vested
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 CONSULTING & TAX, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$669K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALPHA CONSULTING & TAX, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$53K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALPHA CONSULTING & TAX, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $669K | 10 | 2024 | |
| 002 | ALPHA CONSULTING & TAX, INC. PROFIT SHARING PLAN | ProfitSharing | $53K | 5 | 2024 |
Retirement plans