Sponsor portfolio
ALPHA CUBED INVESTMENTS LLC
EIN 45-3688199investment managementLatest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
31
1124 BRISTOL ST. - COSTA MESA, CA 92626800-701-2457alphacubedinvestments.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALPHA CUBED INVESTMENTS LLC 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 31 | 2025 |
Retirement plans