Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALCALDE & FAY
EIN 52-0996647government relationsLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
63
2111 WILSON BLVD, 8TH FLOOR - ARLINGTON, VA 22201703-841-0626alcalde-fay.comLinkedIn11-50 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 63 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
THE ALCALDE & FAY 401(K) PLAN
401k
Assets$6.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALCALDE & FAY, LTD. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$495K
Participants35
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 | THE ALCALDE & FAY 401(K) PLAN | 401k | $6.4M | 28 | 2025 | |
| 002 | ALCALDE & FAY, LTD. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $495K | 35 | 2024 |
Retirement plans