Retirement plan

ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN

Name: ALEXANDER INVESTMENT SERVICES - ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ALEXANDER INVESTMENT SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN, ALEXANDER INVESTMENT SERVICES

ALEXANDER INVESTMENT SERVICESEIN 61-0652524Plan #001PY 2025

909 LILY CREEK ROAD, SUITE 101 - LOUISVILLE, KY 402432808502-459-4414LinkedIn1-10 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

+17.4% from 2024

Total participants

0.0% from 2024

Average account balance

$274,613

+29.2% from 2024

Annual return

14.33%

-0.20 pp from 2024

Benchmarks

See 25,041 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort25,041 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.75M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$275K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.33%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3318

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$33K

$3687 / participant

Other / not subdivided$33K100.0%

% of EOY assets

1.208%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$274,613

$212,386+29.3%

$199,883+37.4%

$138,895+97.7%

Participation rate

88.9%

87.4%+1.5pp

86.8%+2.1pp

79.9%+9.0pp

Annual return

14.33%

47.75%-33.4pp

43.81%-29.5pp

145.39%-131.1pp

Employer contribution / active EE

$7,212

$6,625+8.9%

$6,261+15.2%

$4,194+72.0%

Participant deferral / active EE

$4,554

$9,617-52.6%

$9,138-50.2%

$6,396-28.8%

Admin fee / account holder

$3,318

$18,233-81.8%

$17,268-80.8%

$12,562-73.6%

ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALEXANDER INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion