Employers › Align Technology
Recordkeeping fees per participant · Align Technology, Inc. 401(k) Profit Sharing Plan · plan year 2024
$75.01
Higher than 82% of the 1,697 plans $250M to 1B that report it.
= $209,126 / 2,788
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929214608NAL0012615360001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929214608NAL0012615360001, received 2025-09-29
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-29.
Administrative expenses excluding investment management, per participant
$91.47
Higher than 70% of the 2,324 plans $250M to 1B that report it.
= $255,016 / 2,788
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929214608NAL0012615360001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929214608NAL0012615360001, received 2025-09-29
Administrative expenses per participant
$148.34
Higher than 81% of the 2,405 plans $250M to 1B that report it.
= $413,577 / 2,788
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929214608NAL0012615360001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929214608NAL0012615360001, received 2025-09-29
Administrative expenses as a share of assets
0.100%
Higher than 66% of the 2,407 plans $250M to 1B that report it.
= $413,577 / $412,063,480
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929214608NAL0012615360001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929214608NAL0012615360001, received 2025-09-29
Employer contributions per participant
$3,358
Higher than 55% of the 2,457 plans $250M to 1B that report it.
= $9,363,383 / 2,788
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929214608NAL0012615360001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929214608NAL0012615360001, received 2025-09-29
Employer share of total contributions
19.8%
Higher than 15% of the 2,459 plans $250M to 1B that report it.
= $9,363,383 / $47,272,563
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929214608NAL0012615360001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929214608NAL0012615360001, received 2025-09-29
Employer match
“We match 50% of our employee’s salary deferral contributions up to 6% of the employee’s eligible compensation.”
Form 10-K filed 2026-02-27, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929214608NAL0012615360001, received 2025-09-29
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ALIGN TECHNOLOGY, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Plan name | ALIGN TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Sponsor EIN / plan number | 94-3267295 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Sponsor location | SAN JOSE, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Industry (business code) | 541990, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Filing received | 2025-09-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Participants, beginning of year | 2,847 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Active participants | 1,988 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Participants, end of year | 2,839 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Participants with an account balance | 2,788 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Total assets, beginning of year | $337,973,303 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Total assets, end of year | $412,063,480 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Net assets, end of year | $411,735,600 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Total income | $103,558,115 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Net income | $73,762,297 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Employer contributions | $9,363,383 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Participant contributions | $32,961,839 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Other contributions (incl. rollovers) | $4,947,341 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Total contributions | $47,272,563 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Benefit payments | $29,371,867 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Total expenses (incl. benefit payments) | $29,795,818 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Total administrative expenses | $413,577 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Contract administrator fees | $300 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Recordkeeping fees | $209,126 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| IQPA audit fees | $45,590 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Investment advisory and management fees | $158,561 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Administrative expenses excluding investment management | $255,016 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Held in common/collective trusts | $11,875,645 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Held in mutual funds | $390,060,277 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929214608NAL0012615360001, received 2025-09-29 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929214608NAL0012615360001, received 2025-09-29 |
Position = column in the DOL layout for form year 2024. Filing 20250929214608NAL0012615360001, received 2025-09-29.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $209,426 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $103,097 | no |
| SAGEVIEW ADVISORY GROUP | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $55,464 | no |
| MOSS ADAMS | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $45,590 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250929214608NAL0012615360001, received 2025-09-29.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $337,973,303 | $412,063,480 | 21.9% |
| Participants with a balance | 2,793 | 2,788 | -0.2% |
| Administrative expenses | $366,517 | $413,577 | 12.8% |
| Recordkeeping fees per participant | $71.92 | $75.01 | 4.3% |
| Employer contributions | $9,079,994 | $9,363,383 | 3.1% |
Prior filing 20241011154606NAL0012717859001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: ALIGN TECHNOLOGY, INC.; SEC registrant: ALIGN TECHNOLOGY INC (CIK 1097149, matched by EIN; display name from the Form 10-K cover).