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Sponsor portfolio

ALSA RESEARCH, LLC

EIN 26-0658420-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
26
47 OAK STREET - STAMFORD, CT 06905203-325-8529
Plans on this EIN
2 filings
#002TraditionalDB-$743K - 9 part#001401k-$565K - 17 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN AND TRUST (#002)57%
  • PLAN AND TRUST (#001)43%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)17
  • PLAN AND TRUST (#002)9
Total 26Click 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

ALSA RESEARCH, LLC DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$743K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALSA RESEARCH, LLC 401(K) PLAN AND TRUST

401k

Assets$565K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALSA RESEARCH, LLC DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$743K92024
001ALSA RESEARCH, LLC 401(K) PLAN AND TRUST401k$565K172024
Retirement plans
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