Alpine Management Services III retirement plan: assets, participants and fees
What Alpine Management Services III's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Yulishana Inc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Alpine Management Services III: employer contribution per participant | $9,479 | |
| Peer median | $2,051 |
| Alpine Management Services III: average balance | $160,059 | |
| Peer median | $71,053 |
| Alpine Management Services III: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.6M at the end of plan year 2021 to $22.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 184 | $22.2M | $1.3M | $9,479 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 233 | $15M | $1.2M | $5,305 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 163 | $9.1M | $599K | $3,938 | <0.01% | Not published | 5500-SF ↗ |
| 2021 | 115 | $8.6M | $404K | $3,706 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Alpine Management Services III match 401(k) contributions?
The match terms for the Ams III 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $9,479 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alpine Management Services III 401(k) match vested?
The vesting schedule for the Ams III 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alpine Management Services III 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is Alpine Management Services III LLC.
I left Alpine Management Services III. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alpine Management Services III LLC, (415) 189-1308) or the recordkeeper, Paychex, Inc.. The Alpine Management Services III old 401(k) page lists the contacts from every plan filing. Find an old Alpine Management Services III 401(k)
Data from the public Form 5500 annual reports Alpine Management Services III filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Alpine Management Services III. Not financial advice. Report a correction · Methodology