Filings through .
Alphapoint, Inc.
Matched across 8 name variants in the filings
Alphapoint, Inc. summary
Alphapoint, Inc. appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.2B in assets for 10,979 participants. The median client plan holds $37.3M. Most client plans are sponsored in CA, HI and NM. The largest clients by plan assets are Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation, Moffatt & Nichol and Yokohama Tire Corporation. Plans reported $154K in direct and indirect compensation paid to Alphapoint, Inc.. The median is $10K per plan.
- Participants
- 10,979
- Median plan assets
- $37.3M
- Median plan participants
- 620
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation | CA | $301M | 547 |
| Moffatt & Nichol | CA | $267M | 1,248 |
| Yokohama Tire Corporation | VA | $181M | 1,636 |
| X-Ray Associates of New Mexico, P.C. | NM | $80.4M | 391 |
| Ike Group Inc. | HI | $43.9M | 260 |
| Nissin Foodsu.s.a. Co., Inc. | CA | $40.4M | 869 |
| University Clinical, Education and Research Associates | HI | $39.6M | 549 |
| Tony Hawaii, LLC | HI | $38.1M | 732 |
| Sullivan Automotive Group LLC | CA | $36.6M | 963 |
| Robert's Hawaii, Inc. | HI | $36.1M | 1,289 |
| Coa, Inc. Dba Coaster Company of America | CA | $35.7M | 393 |
| Hyland's Consumer Health, Inc. | CA | $32.3M | 449 |
| Seven-Eleven Hawaii, Inc. | HI | $29.4M | 798 |
| Silver Cinemas Acquisition Co. | CA | $11.6M | 690 |
| I. Kitagawa and Company, Limited | HI | $8.0M | 165 |
| Pro Sports Club | WA | $0 | 0 |
- CAParticipants 547
- Moffatt & Nichol$267MCAParticipants 1,248
- VAParticipants 1,636
- NMParticipants 391
- Ike Group Inc.$43.9MHIParticipants 260
- CAParticipants 869
- HIParticipants 549
- Tony Hawaii, LLC$38.1MHIParticipants 732
- CAParticipants 963
- Robert's Hawaii, Inc.$36.1MHIParticipants 1,289
- CAParticipants 393
- CAParticipants 449
- HIParticipants 798
- CAParticipants 690
- HIParticipants 165
- WAParticipants 0
Top client states
- CA7 plans
- HI6 plans
- NM1 plan
- VA1 plan
- WA1 plan
Frequently asked questions
- Who uses Alphapoint, Inc.?
- 16 retirement plans list Alphapoint, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation, Moffatt & Nichol, Yokohama Tire Corporation, X-Ray Associates of New Mexico, P.C. and Ike Group Inc.. Most client plans are sponsored in CA, HI and NM.
- How many plans does Alphapoint, Inc. serve?
- Alphapoint, Inc. serves 16 retirement plans with $1.2B in plan assets and 10,979 participants, based on the latest Form 5500 filings through 2024.
- What does Alphapoint, Inc. charge?
- Plans reported $154K in total Schedule C compensation paid to Alphapoint, Inc.. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served16+1 YoYRank #1030 of mapped providers
Assets under administration$1.2B0.0%Rank #4563 by share of filed assets
Fees received$154,248Median $9,999/planSum across Schedule C direct + indirect
Net wins YoY-11 won - 2 lostPlan-level switch detection
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