401(k)
2024 plan-year 401(k) DOL Form 5500

R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

R AND A ALEXANDER INVESTMENTS LL

This 401(k) plan holds $3M in total assets and serves 90 participants as of 2024. It is sponsored by R AND A ALEXANDER INVESTMENTS LL in California. The plan reported positive net income of $656K for the year.

Total Assets (2023)
$3M
Participants
90
State
Industry
Retail Trade

What the Filing Says About R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A

R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A is a 401(k) retirement plan sponsored by R AND A ALEXANDER INVESTMENTS LL, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 90 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 454911397, and the plan has been effective since 2017-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2024 to $3M at year-end — a gain of 33.3%. Net assets (after liabilities) closed the year at $3M, with reported net income of $656K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$656K
Plan Type401(k)
Employer EIN454911397
Plan Effective Date2017-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R AND A ALEXANDER INVESTMENTS LL)

Year Plans Participants Total Assets
2022 1 104 $1M
2023 1 84 $2M
2024 1 90 $3M

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Frequently Asked Questions

How much money is in the R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A?
As of the 2024 Form 5500 filing, R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A holds $3M in total assets with 90 participants. It is sponsored by R AND A ALEXANDER INVESTMENTS LL.
What type of plan is R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A?
R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A is a 401(k) plan. It has been effective since 2017-02-01. The plan is filed with the U.S. Department of Labor under EIN 454911397.
Who sponsors the R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A?
R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A is sponsored by R AND A ALEXANDER INVESTMENTS LL, located in California. The sponsor's EIN is 454911397 and the plan operates in the Retail Trade industry.
How did R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A perform in 2024?
R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A grew by 33.3% during 2024, moving from $2M to $3M in total assets. Net income was $656K.
Where can I find official filings for R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A?
Official Form 5500 filings for R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 454911397 or plan name at efast.dol.gov.
How does R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A compare to other plans?
You can compare R AND A ALEXANDER INVESTMENTS LLC 401(K) PROFIT SHARING PLAN A against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 454911397.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.