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Sponsor portfolio

ALPHADYNE ASSET MANAGEMENT LP

EIN 57-1220818-investment management-Latest filing 2025
Plans
3
Retirement
2
$72.7M assets
Welfare
1
$315K premiums
Participants
341
17 STATE STREET, 30TH FLOOR - NEW YORK, NY 10004212-806-3700adyne.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
3 filings
#001401k-$54.5M - 167 part#002CashBalance-$18.2M - 59 part#501Mixed-$315K - 121 lives

Retirement portfolio analytics

2 plans aggregated / $72.7M assets / 226 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • INCENTIVE SAVINGS TRUST (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $72.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INCENTIVE SAVINGS TRUST (#001)167
  • CASH BALANCE PLAN (#002)59
Total 226Click row to drill in

Benefits portfolio analytics

1 plan / $315K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$315K
  • Vision$315K
  • Life$315K
  • Long-term disability$315K
  • Other$315K
Total $315K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $315K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALPHADYNE ASSET MANAGEMENT LP INCENTIVE SAVINGS TRUST

401k

Assets$54.5M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALPHADYNE ASSET MANAGEMENT LP CASH BALANCE PLAN

CashBalance

Assets$18.2M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALPHADYNE ASSET MANAGEMENT LP EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$315K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALPHADYNE ASSET MANAGEMENT LP INCENTIVE SAVINGS TRUST401k$54.5M1672025
002ALPHADYNE ASSET MANAGEMENT LP CASH BALANCE PLANCashBalance$18.2M592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALPHADYNE ASSET MANAGEMENT LP EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$315K1212025
Retirement plans
Welfare plans
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