Sponsor portfolio
ALPHA FINANCIAL PARTNERS, LLC
EIN 84-4135983Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
Participants
11
319 CEDAR STREET, STE. 201 - LEXINGTON, KY 40508859-785-2660
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALPHA FINANCIAL PARTNERS, LLC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFP, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALPHA FINANCIAL PARTNERS, LLC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans