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Sponsor portfolio

JEM ALPHA, LLC

EIN 33-1468785-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
26
6235 CARNEGIE BLVD - CHARLOTTE, NC 28211704-442-4470
Plans on this EIN
2 filings
#001401k-$1.8M - 14 part#002CashBalance-$640K - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • ALPHA, LLC 401(K) (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ALPHA, LLC 401(K) (#001)14
  • CASH BALANCE PLAN (#002)12
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#001

JEM ALPHA, LLC 401(K) PLAN

401k

Assets$1.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JEM ALPHA CASH BALANCE PLAN

CashBalance

Assets$640K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JEM ALPHA, LLC 401(K) PLAN401k$1.8M142025
002JEM ALPHA CASH BALANCE PLANCashBalance$640K122025
Retirement plans
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