Plan Ledger DOL Form 5500 · updated monthly

Alpha Capital Partners, LLC D/B/A Alpha Residential401(k)

ALPHA CAPITAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN · BRIDGEVILLE, PA · plan year 2022

Reported admin expense ratio · 2022
1.29%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Alpha Capital Partners, LLC D/B/A Alpha Residential reported $37,774 in plan administrative expenses for 2022: 1.29% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,595 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (3,200th of 3,651), and 1,746th of 2,096 in real estate & leasing. In 2022, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,869,327
Participants with balances84
Active participants61
Employer contributions$341,302
Employee contributions$550,545
Employer contribution per active participant$5,595
Average account balance$34,159
Benefits paid to participants$432,287
Plan auditUnmodified (clean) audit opinion
AuditorE.G. CONLEY, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,334
Investment management$4,482
Professional / advisory$21,958
Total administrative$37,774
The Alpha Capital Partners, LLC D/B/A Alpha Residential 401(k) match · 2022
Employer contribution per active participant$5,595
Median for plans this size$1,114

Alpha Capital Partners, LLC D/B/A Alpha Residential's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$37,774 · 1.29%
Similar plansReal Estate & Leasing · Pennsylvania
A.R. Building Company PA$3.8M · 1.00%
E J Stewart Inc. PA$3.8M · 1.09%
Harrison Enterprises PA$2.6M · 1.56%
Horst Realty Company, LLC PA$1.6M · 0.79%
Houwzer PA$1.5M · 0.02%
Dgg Re Investments LLC PA$1.2M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815120681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.