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Sponsor portfolio

ALTERNATIVE CONCEPTS

EIN 20-2092397-mechanical or industrial engineering-Latest filing 2024
Plans
2
Retirement
2
$515K assets
Welfare
0
Participants
12
10420 JACKSON OAKS WAY STE 103 - KNOXVILLE, TN 37922865-690-1990alternativeactions.comLinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#002CashBalance-$452K - 6 part#001401k-$63K - 6 part

Retirement portfolio analytics

2 plans aggregated / $515K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • CONCEPTS RETIREMENT PLAN (#002)88%
  • PROFIT SHARING PLAN (#001)12%
Total $515KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONCEPTS RETIREMENT PLAN (#002)6
  • PROFIT SHARING PLAN (#001)6
Total 12Click 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#002

ALTERNATIVE CONCEPTS RETIREMENT PLAN

CashBalance

Assets$452K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALTERNATIVE CONCEPTS 401(K) PROFIT SHARING PLAN

401k

Assets$63K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALTERNATIVE CONCEPTS RETIREMENT PLANCashBalance$452K62024
001ALTERNATIVE CONCEPTS 401(K) PROFIT SHARING PLAN401k$63K62024
Retirement plans
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