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Sponsor portfolio

ALSIS FUNDS, LLC

EIN 20-5277563-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
4
4300 BISCAYNE BLVD, STE 203 - MIAMI, FL 33137786-363-1375
Plans on this EIN
2 filings
#002CashBalance-$3.8M - 2 part#003401k-$1.2M - 2 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • FUNDS, LLC 401(K) (#003)25%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • FUNDS, LLC 401(K) (#003)2
Total 4Click 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

ALSIS FUNDS, LLC CASH BALANCE PLAN

CashBalance

Assets$3.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ALSIS FUNDS, LLC 401(K) PLAN

401k

Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALSIS FUNDS, LLC CASH BALANCE PLANCashBalance$3.8M22025
003ALSIS FUNDS, LLC 401(K) PLAN401k$1.2M22025
Retirement plans
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