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Sponsor portfolio

ALPEN MTG INC

EIN 56-2626720-financial services-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
12
100 N. ARLINGTON AVE., SUITE 350C - RENO, NV 89501775-851-1313alpenmortgage.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 5 part#001401k-$551K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • ALPEN MORTGAGE 401(K) (#001)34%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ALPEN MORTGAGE 401(K) (#001)7
  • CASH BALANCE PLAN (#002)5
Total 12Click 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

ALPEN MORTGAGE CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ALPEN MORTGAGE 401(K) PLAN

401k

Assets$551K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALPEN MORTGAGE CASH BALANCE PLANCashBalance$1.1M52024
001ALPEN MORTGAGE 401(K) PLAN401k$551K72024
Retirement plans
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