Civic Intelligence

ADVISORY ALPHA, LLC.

Plan context: ADVISORY ALPHA 401(K) PLAN

EIN 45-2495320 • Holland, MI • 12 filings • 2 plans

348 S. Waverly Rd.Suite 100Holland, MI 49423
Current Snapshot

Latest Year

2025

2025 Participants

32

2025 Assets

$2,708,293

2025 Contributions

$299,510

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,708,293$1,354,147$0201420202025YearValue
$2,708,293Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

34170201420202025YearValue
32Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025132$2,708,293$299,510$9,360iApproximate average salary by contribution assumption: employee only about $233,992 at 4% or $155,995 at 6%; with 50% employer match about $155,995 at 4% or $103,997 at 6%; with 100% employer match about $116,996 at 4% or $77,997 at 6%.
ADVISORY ALPHA 401(K) PLAN-32$2,708,293$299,510$9,360iApproximate average salary by contribution assumption: employee only about $233,992 at 4% or $155,995 at 6%; with 50% employer match about $155,995 at 4% or $103,997 at 6%; with 100% employer match about $116,996 at 4% or $77,997 at 6%.
2024134$2,134,240$306,894$9,026iApproximate average salary by contribution assumption: employee only about $225,657 at 4% or $150,438 at 6%; with 50% employer match about $150,438 at 4% or $100,292 at 6%; with 100% employer match about $112,829 at 4% or $75,219 at 6%.
ADVISORY ALPHA 401(K) PLAN-34$2,134,240$306,894$9,026iApproximate average salary by contribution assumption: employee only about $225,657 at 4% or $150,438 at 6%; with 50% employer match about $150,438 at 4% or $100,292 at 6%; with 100% employer match about $112,829 at 4% or $75,219 at 6%.
2023134$1,698,107$263,096$7,738iApproximate average salary by contribution assumption: employee only about $193,453 at 4% or $128,969 at 6%; with 50% employer match about $128,969 at 4% or $85,979 at 6%; with 100% employer match about $96,726 at 4% or $64,484 at 6%.
ADVISORY ALPHA, LLC 401(K) PLAN-34$1,698,107$263,096$7,738iApproximate average salary by contribution assumption: employee only about $193,453 at 4% or $128,969 at 6%; with 50% employer match about $128,969 at 4% or $85,979 at 6%; with 100% employer match about $96,726 at 4% or $64,484 at 6%.
2022128$1,209,901$208,445$7,444iApproximate average salary by contribution assumption: employee only about $186,112 at 4% or $124,074 at 6%; with 50% employer match about $124,074 at 4% or $82,716 at 6%; with 100% employer match about $93,056 at 4% or $62,037 at 6%.
ADVISORY ALPHA, LLC 401(K) PLAN-28$1,209,901$208,445$7,444iApproximate average salary by contribution assumption: employee only about $186,112 at 4% or $124,074 at 6%; with 50% employer match about $124,074 at 4% or $82,716 at 6%; with 100% employer match about $93,056 at 4% or $62,037 at 6%.
2021123$1,214,916$282,031$12,262iApproximate average salary by contribution assumption: employee only about $306,555 at 4% or $204,370 at 6%; with 50% employer match about $204,370 at 4% or $136,247 at 6%; with 100% employer match about $153,278 at 4% or $102,185 at 6%.
ADVISORY ALPHA, LLC 401(K) PLAN-23$1,214,916$282,031$12,262iApproximate average salary by contribution assumption: employee only about $306,555 at 4% or $204,370 at 6%; with 50% employer match about $204,370 at 4% or $136,247 at 6%; with 100% employer match about $153,278 at 4% or $102,185 at 6%.
2020120$811,204$150,736$7,537iApproximate average salary by contribution assumption: employee only about $188,420 at 4% or $125,613 at 6%; with 50% employer match about $125,613 at 4% or $83,742 at 6%; with 100% employer match about $94,210 at 4% or $62,807 at 6%.
ADVISORY ALPHA, LLC 401(K) PLAN-20$811,204$150,736$7,537iApproximate average salary by contribution assumption: employee only about $188,420 at 4% or $125,613 at 6%; with 50% employer match about $125,613 at 4% or $83,742 at 6%; with 100% employer match about $94,210 at 4% or $62,807 at 6%.
2019120$590,922$178,603$8,930iApproximate average salary by contribution assumption: employee only about $223,254 at 4% or $148,836 at 6%; with 50% employer match about $148,836 at 4% or $99,224 at 6%; with 100% employer match about $111,627 at 4% or $74,418 at 6%.
ADVISORY ALPHA, LLC 401(K) PLAN-20$590,922$178,603$8,930iApproximate average salary by contribution assumption: employee only about $223,254 at 4% or $148,836 at 6%; with 50% employer match about $148,836 at 4% or $99,224 at 6%; with 100% employer match about $111,627 at 4% or $74,418 at 6%.
2018113$330,995$118,514$9,116iApproximate average salary by contribution assumption: employee only about $227,912 at 4% or $151,941 at 6%; with 50% employer match about $151,941 at 4% or $101,294 at 6%; with 100% employer match about $113,956 at 4% or $75,971 at 6%.
ADVISORY ALPHA, LLC 401(K) PLAN-13$330,995$118,514$9,116iApproximate average salary by contribution assumption: employee only about $227,912 at 4% or $151,941 at 6%; with 50% employer match about $151,941 at 4% or $101,294 at 6%; with 100% employer match about $113,956 at 4% or $75,971 at 6%.
201718$244,855$49,338$6,167iApproximate average salary by contribution assumption: employee only about $154,181 at 4% or $102,788 at 6%; with 50% employer match about $102,788 at 4% or $68,525 at 6%; with 100% employer match about $77,091 at 4% or $51,394 at 6%.
ADVISORY ALPHA, LLC 401(K) PLAN-8$244,855$49,338$6,167iApproximate average salary by contribution assumption: employee only about $154,181 at 4% or $102,788 at 6%; with 50% employer match about $102,788 at 4% or $68,525 at 6%; with 100% employer match about $77,091 at 4% or $51,394 at 6%.
201615$168,521$61,828$12,366iApproximate average salary by contribution assumption: employee only about $309,140 at 4% or $206,093 at 6%; with 50% employer match about $206,093 at 4% or $137,396 at 6%; with 100% employer match about $154,570 at 4% or $103,047 at 6%.
ADVISORY ALPHA 401(K) PLAN-5$168,521$61,828$12,366iApproximate average salary by contribution assumption: employee only about $309,140 at 4% or $206,093 at 6%; with 50% employer match about $206,093 at 4% or $137,396 at 6%; with 100% employer match about $154,570 at 4% or $103,047 at 6%.
201515$106,616$62,158$12,432iApproximate average salary by contribution assumption: employee only about $310,790 at 4% or $207,193 at 6%; with 50% employer match about $207,193 at 4% or $138,129 at 6%; with 100% employer match about $155,395 at 4% or $103,597 at 6%.
ADVISORY ALPHA 401(K) PLAN-5$106,616$62,158$12,432iApproximate average salary by contribution assumption: employee only about $310,790 at 4% or $207,193 at 6%; with 50% employer match about $207,193 at 4% or $138,129 at 6%; with 100% employer match about $155,395 at 4% or $103,597 at 6%.
201416$49,342$51,086$8,514iApproximate average salary by contribution assumption: employee only about $212,858 at 4% or $141,906 at 6%; with 50% employer match about $141,906 at 4% or $94,604 at 6%; with 100% employer match about $106,429 at 4% or $70,953 at 6%.
ADVISORY ALPHA 401(K) PLAN-6$49,342$51,086$8,514iApproximate average salary by contribution assumption: employee only about $212,858 at 4% or $141,906 at 6%; with 50% employer match about $141,906 at 4% or $94,604 at 6%; with 100% employer match about $106,429 at 4% or $70,953 at 6%.