Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALPHA GLOBAL PARTNERS, LLC
EIN 27-4962183executive officeLatest filing 2024
Plans
2
Retirement
2
$885K assets
Welfare
0
Participants
8
1888 KALAKAUA AVE., STE. C312 - HONOLULU, HI 96815808-388-0596alphaglobalpartners.comLinkedIn1-10 employeesexecutive office
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $885K assets / 8 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 GLOBAL PARTNERS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$811K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALPHA GLOBAL PARTNERS, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$74K
Participants4
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 GLOBAL PARTNERS, LLC CASH BALANCE PENSION PLAN | CashBalance | $811K | 4 | 2024 | |
| 002 | ALPHA GLOBAL PARTNERS, LLC PROFIT SHARING PLAN | ProfitSharing | $74K | 4 | 2024 |
Retirement plans